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 | $83,215 | $102,661-18.9% | $151,639-45.1% | $66,938+24.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -17.85% | -10.81%-7.0pp | 3.34%-21.2pp | 1.58%-19.4pp |
| Employer contribution / active EE | $5,018 | $4,184+19.9% | $6,165-18.6% | $2,545+97.1% |
| Participant deferral / active EE | $6,288 | $6,645-5.4% | $8,363-24.8% | $4,238+48.4% |
| Admin fee / account holder | $7,547 | $630+1097.0% | $11,613-35.0% | $594+1171.5% |