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 | $43,496+92.1% | $161,489-48.3% | $64,340+29.9% |
| Participation rate | 45.3% | 53.5%-8.2pp | 78.7%-33.4pp | 55.2%-9.9pp |
| Annual return | 13.14% | 20.76%-7.6pp | 89.72%-76.6pp | 24.14%-11.0pp |
| Employer contribution / active EE | $2,150 | $1,431+50.3% | $4,268-49.6% | $1,862+15.5% |
| Participant deferral / active EE | $1,893 | $1,996-5.1% | $5,630-66.4% | $2,980-36.5% |
| Admin fee / account holder | $1,706 | $2,330-26.8% | $16,006-89.3% | $3,703-53.9% |