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 | $60,032 | $110,083-45.5% | $151,645-60.4% | $68,490-12.3% |
| Participation rate | 98.0% | 84.0%+14.0pp | 87.5%+10.5pp | 67.9%+30.1pp |
| Annual return | -18.84% | -10.12%-8.7pp | 3.34%-22.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $2,504 | $4,470-44.0% | $6,165-59.4% | $2,597-3.6% |
| Participant deferral / active EE | $3,957 | $6,526-39.4% | $8,363-52.7% | $4,028-1.8% |
| Admin fee / account holder | $8,562 | $7,718+10.9% | $11,614-26.3% | $5,403+58.5% |