Filed January 6, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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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 | $30,001 | $46,877-36.0% | $122,354-75.5% | $70,126-57.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 13.81% | 24.22%-10.4pp | 30.28%-16.5pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,734 | $2,167+210.7% | $3,287+104.9% | $3,332+102.1% |
| Admin fee / account holder | $6,302 | $3,324+89.6% | $5,479+15.0% | $4,645+35.7% |