Filed February 6, 2026 (most recent of 2 filings on file)
Total covered: 3 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,601 | $94,529-56.0% | $140,019-70.3% | $64,173-35.2% |
| Participation rate | 86.7% | 84.1%+2.6pp | 87.5%-0.8pp | 69.6%+17.1pp |
| Annual return | -6.20% | 7.77%-14.0pp | 651.17%-657.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,059 | $3,812-72.2% | $5,605-81.1% | $2,381-55.5% |
| Participant deferral / active EE | $2,745 | $5,250-47.7% | $6,927-60.4% | $3,470-20.9% |
| Admin fee / account holder | $2,082 | $6,741-69.1% | $10,705-80.5% | $4,887-57.4% |