Filed December 5, 2025 (most recent of 2 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,334 | $45,041-41.5% | $63,003-58.2% | $70,131-62.5% |
| Participation rate | 9.2% | 69.5%-60.3pp | 74.8%-65.6pp | 69.5%-60.3pp |
| Annual return | 11.12% | 18.76%-7.6pp | 87.59%-76.5pp | 73.14%-62.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $381 | $2,465-84.5% | $3,329-88.5% | $3,332-88.6% |
| Admin fee / account holder | $3,049 | $2,836+7.5% | $3,600-15.3% | $4,645-34.4% |