Filed May 29, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,008 | $110,083+126.2% | $151,639+64.2% | $68,486+263.6% |
| Participation rate | 88.2% | 84.0%+4.3pp | 87.5%+0.7pp | 67.9%+20.3pp |
| Annual return | -18.49% | -10.12%-8.4pp | 3.34%-21.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,947 | $4,470-34.1% | $6,165-52.2% | $2,597+13.5% |
| Participant deferral / active EE | $12,893 | $6,526+97.6% | $8,363+54.2% | $4,028+220.1% |
| Admin fee / account holder | $786 | $7,718-89.8% | $11,613-93.2% | $5,404-85.5% |