Filed August 5, 2026 (most recent of 4 filings on file)
Total covered: 6 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 | $42,671 | $138,385-69.2% | $184,200-76.8% | $80,874-47.2% |
| Participation rate | 84.0% | 83.9%+0.1pp | 86.8%-2.9pp | 67.6%+16.3pp |
| Annual return | 16.67% | 20.02%-3.4pp | 28.80%-12.1pp | 35.62%-18.9pp |
| Employer contribution / active EE | $1,209 | $4,849-75.1% | $6,424-81.2% | $2,756-56.1% |
| Participant deferral / active EE | $3,925 | $7,073-44.5% | $9,132-57.0% | $4,297-8.7% |
| Admin fee / account holder | $3,863 | $10,483-63.2% | $13,907-72.2% | $6,935-44.3% |