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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,240 | $125,797-71.2% | $170,057-78.7% | $75,177-51.8% |
| Participation rate | 78.3% | 83.6%-5.3pp | 87.0%-8.7pp | 67.2%+11.1pp |
| Annual return | 21.33% | 27.20%-5.9pp | 53.42%-32.1pp | 160.75%-139.4pp |
| Employer contribution / active EE | $1,075 | $4,616-76.7% | $6,790-84.2% | $2,671-59.8% |
| Participant deferral / active EE | $3,241 | $6,838-52.6% | $10,411-68.9% | $4,126-21.5% |
| Admin fee / account holder | $1,857 | $8,177-77.3% | $12,826-85.5% | $5,651-67.1% |