Filed June 4, 2026 (most recent of 2 filings on file)
Total covered: 4 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $114,473 | $51,649+121.6% | $124,206-7.8% | $64,097+78.6% |
| Participation rate | 27.7% | 45.2%-17.5pp | 69.6%-41.9pp | 55.2%-27.5pp |
| Annual return | 15.97% | 19.98%-4.0pp | 515.27%-499.3pp | 34.64%-18.7pp |
| Employer contribution / active EE | $597 | $1,057-43.5% | $3,540-83.1% | $1,891-68.5% |
| Participant deferral / active EE | $1,788 | $2,165-17.4% | $3,968-54.9% | $3,080-41.9% |
| Admin fee / account holder | $9,758 | $4,237+130.3% | $5,929+64.6% | $3,454+182.5% |