Filed January 7, 2026
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $125,801 | $110,083+14.3% | $151,639-17.0% | $68,486+83.7% |
| Participation rate | 84.8% | 84.0%+0.9pp | 87.5%-2.6pp | 67.9%+17.0pp |
| Annual return | -14.63% | -10.12%-4.5pp | 3.34%-18.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $15,390 | $6,526+135.8% | $8,363+84.0% | $4,028+282.1% |
| Admin fee / account holder | $10,671 | $7,718+38.3% | $11,613-8.1% | $5,404+97.5% |