Filed April 9, 2026
Total covered: 6 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,906 | $165,939-83.8% | $122,354-78.0% | $147,585-81.8% |
| Participation rate | 90.9% | 79.6%+11.3pp | 71.6%+19.3pp | 82.8%+8.1pp |
| Annual return | 4.93% | 34.56%-29.6pp | 30.28%-25.3pp | 578.58%-573.7pp |
| Employer contribution / active EE | $2,055 | $5,754-64.3% | $4,051-49.3% | $4,876-57.9% |
| Participant deferral / active EE | $3,053 | $4,005-23.8% | $3,287-7.1% | $5,439-43.9% |
| Admin fee / account holder | $1,247 | $7,425-83.2% | $5,479-77.2% | $10,886-88.5% |