Filed July 9, 2026 (most recent of 8 filings on file)
Total covered: 2 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 | $71,697 | $60,119+19.3% | $90,414-20.7% | $79,860-10.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.08% | 71.94%-57.9pp | 1293.19%-1279.1pp | 31.72%-17.6pp |
| Employer contribution / active EE | $9,144 | $2,068+342.2% | $3,262+180.3% | $2,471+270.1% |
| Participant deferral / active EE | $1,858 | $2,938-36.7% | $3,963-53.1% | $3,740-50.3% |
| Admin fee / account holder | $2,735 | $3,976-31.2% | $5,611-51.3% | $5,306-48.5% |