Filed May 12, 2026 (most recent of 3 filings on file)
Total covered: 3 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 | $69,341 | $82,028-15.5% | $123,105-43.7% | $59,633+16.3% |
| Participation rate | 81.0% | 83.2%-2.2pp | 86.8%-5.8pp | 68.7%+12.3pp |
| Annual return | 0.56% | 5.12%-4.6pp | 13.22%-12.7pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $4,209 | $3,297+27.7% | $5,151-18.3% | $2,203+91.1% |
| Participant deferral / active EE | $2,090 | $4,667-55.2% | $6,229-66.4% | $3,192-34.5% |
| Admin fee / account holder | $4,963 | $5,879-15.6% | $9,014-44.9% | $4,297+15.5% |