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 | $47,129 | $41,377+13.9% | $109,313-56.9% | $62,881-25.1% |
| Participation rate | 52.8% | 57.5%-4.7pp | 71.3%-18.4pp | 69.3%-16.5pp |
| Annual return | 7.41% | 11.05%-3.6pp | 22.07%-14.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,041 | $1,276-18.4% | $3,892-73.2% | $2,281-54.4% |
| Participant deferral / active EE | $3,672 | $2,045+79.6% | $3,166+16.0% | $3,203+14.6% |
| Admin fee / account holder | $8,141 | $2,884+182.3% | $5,666+43.7% | $4,296+89.5% |