Filed February 20, 2026
Total covered: 8 employees
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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 | $38,898 | $100,060-61.1% | $149,721-74.0% | $70,126-44.5% |
| Participation rate | 76.6% | 83.6%-7.0pp | 87.1%-10.5pp | 69.5%+7.0pp |
| Annual return | 12.48% | 27.46%-15.0pp | 1501.67%-1489.2pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,122 | $3,661-69.4% | $5,444-79.4% | $2,343-52.1% |
| Participant deferral / active EE | $2,022 | $4,982-59.4% | $6,568-69.2% | $3,332-39.3% |
| Admin fee / account holder | $308 | $8,285-96.3% | $11,282-97.3% | $4,645-93.4% |