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 | $110,546 | $52,450+110.8% | $129,384-14.6% | $74,459+48.5% |
| Participation rate | 27.4% | 53.8%-26.4pp | 69.6%-42.2pp | 67.2%-39.8pp |
| Annual return | 13.28% | 15.65%-2.4pp | 9461.77%-9448.5pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $564 | $1,532-63.2% | $4,153-86.4% | $2,626-78.5% |
| Participant deferral / active EE | $1,871 | $2,797-33.1% | $4,166-55.1% | $4,350-57.0% |
| Admin fee / account holder | $8,061 | $2,636+205.8% | $7,686+4.9% | $1,945+314.5% |