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 | $138,101 | $62,583+120.7% | $76,768+79.9% | $64,173+115.2% |
| Participation rate | 93.4% | 72.8%+20.6pp | 77.0%+16.5pp | 69.6%+23.9pp |
| Annual return | -5.58% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $6,639 | $1,832+262.4% | $2,485+167.1% | $2,381+178.9% |
| Participant deferral / active EE | $6,222 | $3,145+97.8% | $3,852+61.5% | $3,470+79.3% |
| Admin fee / account holder | $8,224 | $4,667+76.2% | $6,676+23.2% | $4,887+68.3% |