Filed April 30, 2026 (most recent of 3 filings on file)
Total covered: 2 employees
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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 | $56,250 | $82,028-31.4% | $123,105-54.3% | $59,633-5.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -2.50% | 5.12%-7.6pp | 13.22%-15.7pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $2,186 | $3,297-33.7% | $5,151-57.6% | $2,203-0.8% |
| Participant deferral / active EE | $3,802 | $4,667-18.5% | $6,229-39.0% | $3,192+19.1% |
| Admin fee / account holder | $1,759 | $5,879-70.1% | $9,014-80.5% | $4,297-59.1% |