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 | $46,234 | $125,797-63.2% | $170,057-72.8% | $75,177-38.5% |
| Participation rate | 91.0% | 83.6%+7.4pp | 87.0%+4.0pp | 67.2%+23.8pp |
| Annual return | 10.50% | 27.20%-16.7pp | 53.42%-42.9pp | 160.75%-150.2pp |
| Employer contribution / active EE | $2,805 | $4,616-39.2% | $6,790-58.7% | $2,671+5.0% |
| Participant deferral / active EE | $4,184 | $6,838-38.8% | $10,411-59.8% | $4,126+1.4% |
| Admin fee / account holder | $2,768 | $8,177-66.2% | $12,826-78.4% | $5,651-51.0% |