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 | $111,799 | $197,637-43.4% | $177,848-37.1% | $158,982-29.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 25.08% | 58.77%-33.7pp | 48.33%-23.2pp | 302.99%-277.9pp |
| Employer contribution / active EE | $7,315 | $6,698+9.2% | $5,919+23.6% | $4,763+53.6% |
| Participant deferral / active EE | $11,067 | $8,405+31.7% | $7,714+43.5% | $5,983+85.0% |
| Admin fee / account holder | $11,058 | $15,406-28.2% | $12,431-11.0% | $11,252-1.7% |