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 | $29,718 | $100,060-70.3% | $149,721-80.2% | $70,126-57.6% |
| Participation rate | 88.1% | 83.6%+4.5pp | 87.1%+1.0pp | 69.5%+18.5pp |
| Annual return | 26.15% | 27.46%-1.3pp | 1501.67%-1475.5pp | 73.15%-47.0pp |
| Employer contribution / active EE | $862 | $3,661-76.5% | $5,444-84.2% | $2,343-63.2% |
| Participant deferral / active EE | $3,032 | $4,982-39.2% | $6,568-53.8% | $3,332-9.0% |
| Admin fee / account holder | $1,625 | $8,285-80.4% | $11,282-85.6% | $4,645-65.0% |