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 | $146,267-45.2% | $197,124-59.3% | $82,448-2.8% |
| Participation rate | 93.1% | 84.0%+9.1pp | 86.7%+6.4pp | 68.1%+25.0pp |
| Annual return | 12.43% | 29.61%-17.2pp | 44.34%-31.9pp | 41.64%-29.2pp |
| Employer contribution / active EE | $3,171 | $4,723-32.9% | $6,227-49.1% | $2,551+24.3% |
| Participant deferral / active EE | $4,922 | $7,035-30.0% | $9,135-46.1% | $4,139+18.9% |
| Admin fee / account holder | $4,483 | $14,422-68.9% | $16,298-72.5% | $7,234-38.0% |