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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,055 | $43,730-26.7% | $121,220-73.6% | $64,173-50.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | 10.68% | 68.94%-58.3pp | 16.94%-6.3pp | 7.63%+3.0pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,561 | $2,281+187.7% | $3,345+96.1% | $3,470+89.1% |
| Admin fee / account holder | $2,251 | $3,502-35.7% | $5,021-55.2% | $4,887-53.9% |