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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,774 | $109,359-71.9% | $162,185-81.0% | $72,976-57.8% |
| Participation rate | 89.2% | 84.3%+5.0pp | 87.6%+1.7pp | 69.5%+19.8pp |
| Annual return | 3.36% | 25.46%-22.1pp | 115.61%-112.2pp | 81.02%-77.7pp |
| Employer contribution / active EE | $1,705 | $3,907-56.4% | $5,613-69.6% | $2,440-30.1% |
| Participant deferral / active EE | $2,468 | $5,481-55.0% | $7,297-66.2% | $3,608-31.6% |
| Admin fee / account holder | $4,120 | $7,972-48.3% | $10,844-62.0% | $5,124-19.6% |