Filed June 1, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,026 | $72,177-43.2% | $115,038-64.3% | $59,633-31.2% |
| Participation rate | 64.2% | 72.6%-8.4pp | 81.4%-17.2pp | 68.7%-4.5pp |
| Annual return | 52.87% | 12.02%+40.8pp | 26.14%+26.7pp | 2041.45%-1988.6pp |
| Employer contribution / active EE | $2,080 | $2,841-26.8% | $4,608-54.9% | $2,203-5.6% |
| Participant deferral / active EE | $5,151 | $4,783+7.7% | $6,026-14.5% | $3,192+61.4% |
| Admin fee / account holder | $3,790 | $4,927-23.1% | $8,175-53.6% | $4,297-11.8% |