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.)
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 | $34,722 | $123,793-72.0% | $177,848-80.5% | $79,856-56.5% |
| Participation rate | 96.3% | 84.7%+11.6pp | 87.7%+8.5pp | 69.6%+26.6pp |
| Annual return | 12.78% | 22.82%-10.0pp | 48.33%-35.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,515 | $4,095-63.0% | $5,919-74.4% | $2,471-38.7% |
| Participant deferral / active EE | $2,730 | $5,956-54.2% | $7,714-64.6% | $3,741-27.0% |
| Admin fee / account holder | $5,593 | $7,243-22.8% | $12,431-55.0% | $5,306+5.4% |