Filed January 28, 2026 (most recent of 2 filings on file)
Total covered: 3 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,559 | $43,749+91.0% | $158,223-47.2% | $65,306+27.9% |
| Participation rate | 45.3% | 56.9%-11.6pp | 79.2%-33.9pp | 57.7%-12.3pp |
| Annual return | 13.14% | 19.41%-6.3pp | 52.09%-39.0pp | 21.94%-8.8pp |
| Employer contribution / active EE | $2,150 | $1,497+43.6% | $4,109-47.7% | $1,967+9.3% |
| Participant deferral / active EE | $1,893 | $2,019-6.2% | $5,467-65.4% | $2,959-36.0% |
| Admin fee / account holder | $1,706 | $1,930-11.6% | $16,047-89.4% | $3,480-51.0% |