Filed February 17, 2026 (most recent of 7 filings on file)
Total covered: 63 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,269 | $167,350-88.5% | $143,801-86.6% | $134,554-85.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.80% | 0.48%-15.3pp | -0.04%-14.8pp | 418.46%-433.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,639-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,676 | $18,096-90.7% | $14,680-88.6% | $11,430-85.3% |