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 | $31,836 | $109,359-70.9% | $162,185-80.4% | $72,976-56.4% |
| Participation rate | 85.9% | 84.3%+1.7pp | 87.6%-1.6pp | 69.5%+16.4pp |
| Annual return | 30.78% | 25.46%+5.3pp | 115.61%-84.8pp | 81.02%-50.2pp |
| Employer contribution / active EE | $941 | $3,907-75.9% | $5,613-83.2% | $2,440-61.4% |
| Participant deferral / active EE | $3,375 | $5,481-38.4% | $7,297-53.8% | $3,608-6.5% |
| Admin fee / account holder | $9,885 | $7,972+24.0% | $10,844-8.8% | $5,124+92.9% |