Filed February 27, 2026
Total covered: 3 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 | $180,693 | $93,345+93.6% | $119,126+51.7% | $87,485+106.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 12.12% | 19.08%-7.0pp | 282.11%-270.0pp | 26.06%-13.9pp |
| Employer contribution / active EE | $4,257 | $3,172+34.2% | $4,034+5.5% | $2,596+64.0% |
| Participant deferral / active EE | $7,847 | $4,099+91.4% | $5,318+47.5% | $4,274+83.6% |
| Admin fee / account holder | $10,255 | $8,039+27.6% | $10,693-4.1% | $7,775+31.9% |