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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,227 | $137,414-64.9% | $189,545-74.6% | $85,851-43.8% |
| Participation rate | 87.2% | 84.6%+2.6pp | 87.8%-0.6pp | 69.3%+17.9pp |
| Annual return | 17.32% | 38.14%-20.8pp | 555.36%-538.0pp | 318.63%-301.3pp |
| Employer contribution / active EE | $1,608 | $4,344-63.0% | $6,162-73.9% | $2,565-37.3% |
| Participant deferral / active EE | $2,679 | $6,260-57.2% | $8,220-67.4% | $3,952-32.2% |
| Admin fee / account holder | $827 | $8,630-90.4% | $12,049-93.1% | $6,261-86.8% |