Filed February 20, 2026 (most recent of 3 filings on file)
Total covered: 5 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 | $42,671 | $138,393-69.2% | $184,256-76.8% | $80,959-47.3% |
| Participation rate | 84.0% | 83.9%+0.1pp | 86.8%-2.9pp | 67.7%+16.3pp |
| Annual return | 16.67% | 20.01%-3.3pp | 28.85%-12.2pp | 35.67%-19.0pp |
| Employer contribution / active EE | $1,209 | $4,847-75.1% | $6,427-81.2% | $2,757-56.1% |
| Participant deferral / active EE | $3,925 | $7,076-44.5% | $9,133-57.0% | $4,300-8.7% |
| Admin fee / account holder | $3,863 | $10,489-63.2% | $13,899-72.2% | $6,925-44.2% |