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 | $45,343+84.3% | $150,298-44.4% | $67,986+22.9% |
| Participation rate | 45.3% | 51.9%-6.5pp | 77.8%-32.4pp | 57.2%-11.9pp |
| Annual return | 13.14% | 33.28%-20.1pp | 62.79%-49.6pp | 31.67%-18.5pp |
| Employer contribution / active EE | $2,150 | $1,462+47.1% | $4,154-48.2% | $2,019+6.5% |
| Participant deferral / active EE | $1,893 | $2,055-7.9% | $5,453-65.3% | $3,358-43.6% |
| Admin fee / account holder | $1,706 | $2,250-24.2% | $14,116-87.9% | $3,203-46.7% |