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 | $23,505 | $87,834-73.2% | $133,975-82.5% | $62,881-62.6% |
| Participation rate | 93.4% | 83.4%+10.1pp | 87.1%+6.4pp | 69.3%+24.1pp |
| Annual return | 9.47% | 12.05%-2.6pp | 29.29%-19.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $837 | $3,482-76.0% | $5,211-83.9% | $2,281-63.3% |
| Participant deferral / active EE | $3,207 | $4,812-33.4% | $6,282-49.0% | $3,203+0.1% |
| Admin fee / account holder | $758 | $5,372-85.9% | $9,324-91.9% | $4,296-82.4% |