Filed February 23, 2026 (most recent of 2 filings on file)
Total covered: 6 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,935 | $42,917-81.5% | $60,899-87.0% | $68,495-88.4% |
| Participation rate | 51.6% | 66.8%-15.1pp | 73.1%-21.5pp | 67.9%-16.2pp |
| Annual return | -25.90% | -13.99%-11.9pp | 16.92%-42.8pp | -7.84%-18.1pp |
| Employer contribution / active EE | $1,257 | $1,979-36.5% | $2,702-53.5% | $2,596-51.6% |
| Participant deferral / active EE | $2,270 | $2,867-20.8% | $3,817-40.5% | $4,028-43.6% |
| Admin fee / account holder | $80 | $3,102-97.4% | $3,225-97.5% | $5,403-98.5% |