Filed April 16, 2026
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Participant 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 | $222,277 | $88,754+150.4% | $81,820+171.7% | $145,877+52.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 18.21% | 1031.77%-1013.6pp | 777.93%-759.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $21,439 | $3,085+594.9% | $2,915+635.5% | $4,663+359.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,873 | $8,424-54.0% | $7,391-47.6% | $13,402-71.1% |