Filed December 31, 2025 (most recent of 2 filings on file)
Total covered: 8 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,091 | $183,988-53.8% | $162,177-47.5% | $152,897-44.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 28.08% | 150.79%-122.7pp | 115.60%-87.5pp | 345.43%-317.3pp |
| Employer contribution / active EE | $6,262 | $6,370-1.7% | $5,613+11.6% | $4,764+31.5% |
| Participant deferral / active EE | $8,989 | $8,032+11.9% | $7,297+23.2% | $5,851+53.6% |
| Admin fee / account holder | $3,916 | $13,123-70.2% | $10,843-63.9% | $11,599-66.2% |