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 | $48,276 | $137,414-64.9% | $189,545-74.5% | $85,851-43.8% |
| Participation rate | 81.5% | 84.6%-3.1pp | 87.8%-6.3pp | 69.3%+12.2pp |
| Annual return | 16.45% | 38.14%-21.7pp | 555.36%-538.9pp | 318.63%-302.2pp |
| Employer contribution / active EE | $941 | $4,344-78.3% | $6,162-84.7% | $2,565-63.3% |
| Participant deferral / active EE | $3,261 | $6,260-47.9% | $8,220-60.3% | $3,952-17.5% |
| Admin fee / account holder | $4,251 | $8,630-50.7% | $12,049-64.7% | $6,261-32.1% |