Filed February 2, 2026 (most recent of 12 filings on file)
Total covered: 56 employees
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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 | $115,319 | $56,200+105.2% | $67,653+70.5% | $59,633+93.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.58% | 18506.71%-18507.3pp | 6625.22%-6625.8pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $7,895 | $1,615+388.9% | $2,266+248.5% | $2,203+258.4% |
| Participant deferral / active EE | $5,716 | $2,843+101.0% | $3,560+60.6% | $3,192+79.1% |
| Admin fee / account holder | $600 | $3,959-84.9% | $4,821-87.6% | $4,297-86.0% |