Filed August 18, 2026
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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,445 | $45,343-85.8% | $150,298-95.7% | $67,986-90.5% |
| Participation rate | 96.5% | 51.9%+44.6pp | 77.8%+18.7pp | 57.2%+39.3pp |
| Annual return | 9.61% | 33.28%-23.7pp | 62.79%-53.2pp | 31.67%-22.1pp |
| Employer contribution / active EE | $852 | $1,462-41.7% | $4,154-79.5% | $2,019-57.8% |
| Participant deferral / active EE | $2,088 | $2,055+1.6% | $5,453-61.7% | $3,358-37.8% |
| Admin fee / account holder | $1,012 | $2,250-55.0% | $14,116-92.8% | $3,203-68.4% |