Filed January 21, 2026 (most recent of 2 filings on file)
Total covered: 28 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 | $64,340 | $94,529-31.9% | $140,019-54.0% | $64,173+0.3% |
| Participation rate | 98.9% | 84.1%+14.8pp | 87.5%+11.4pp | 69.6%+29.3pp |
| Annual return | -8.29% | 7.77%-16.1pp | 651.17%-659.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $3,989 | $3,812+4.6% | $5,605-28.8% | $2,381+67.6% |
| Participant deferral / active EE | $4,276 | $5,250-18.5% | $6,927-38.3% | $3,470+23.2% |
| Admin fee / account holder | $4,209 | $6,741-37.6% | $10,705-60.7% | $4,887-13.9% |