Filed February 20, 2026
Total covered: 8 employees
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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 | $80,142 | $145,431-44.9% | $211,142-62.0% | $87,485-8.4% |
| Participation rate | 93.1% | 84.7%+8.4pp | 87.3%+5.8pp | 68.9%+24.2pp |
| Annual return | 12.43% | 27.21%-14.8pp | 46.84%-34.4pp | 26.06%-13.6pp |
| Employer contribution / active EE | $3,171 | $4,662-32.0% | $6,442-50.8% | $2,596+22.1% |
| Participant deferral / active EE | $4,922 | $6,859-28.2% | $9,284-47.0% | $4,274+15.2% |
| Admin fee / account holder | $4,483 | $17,052-73.7% | $19,076-76.5% | $7,775-42.3% |