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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,800 | $137,414-63.8% | $189,537-73.7% | $85,847-42.0% |
| Participation rate | 96.3% | 84.6%+11.7pp | 87.8%+8.5pp | 69.3%+27.0pp |
| Annual return | 10.91% | 38.14%-27.2pp | 555.34%-544.4pp | 318.61%-307.7pp |
| Employer contribution / active EE | $1,026 | $4,344-76.4% | $6,161-83.4% | $2,565-60.0% |
| Participant deferral / active EE | $3,036 | $6,260-51.5% | $8,220-63.1% | $3,952-23.2% |
| Admin fee / account holder | $1,284 | $8,630-85.1% | $12,048-89.3% | $6,261-79.5% |