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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,540 | $82,028-75.0% | $123,105-83.3% | $59,633-65.6% |
| Participation rate | 87.9% | 83.2%+4.7pp | 86.8%+1.2pp | 68.7%+19.3pp |
| Annual return | -0.83% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $819 | $3,297-75.1% | $5,151-84.1% | $2,203-62.8% |
| Participant deferral / active EE | $3,468 | $4,667-25.7% | $6,229-44.3% | $3,192+8.6% |
| Admin fee / account holder | $3,056 | $5,879-48.0% | $9,014-66.1% | $4,297-28.9% |