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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,752 | $125,797+15.1% | $170,043-14.9% | $75,173+92.6% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.0%+6.3pp | 67.2%+26.1pp |
| Annual return | 12.85% | 27.20%-14.3pp | 53.40%-40.6pp | 160.72%-147.9pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $17,154 | $6,838+150.9% | $10,410+64.8% | $4,126+315.7% |
| Admin fee / account holder | $6,175 | $8,177-24.5% | $12,824-51.8% | $5,651+9.3% |