Filed December 31, 2025 (most recent of 2 filings on file)
Total covered: 8 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,906 | $167,522-36.8% | $151,639-30.2% | $134,532-21.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.71% | 7.81%-30.5pp | 3.34%-26.0pp | 418.27%-441.0pp |
| Employer contribution / active EE | $10,496 | $6,828+53.7% | $6,165+70.2% | $4,741+121.4% |
| Participant deferral / active EE | $13,464 | $8,986+49.8% | $8,363+61.0% | $6,401+110.3% |
| Admin fee / account holder | $516 | $13,780-96.3% | $11,613-95.6% | $11,429-95.5% |