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 | $183,194 | $45,152+305.7% | $73,836+148.1% | $59,633+207.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.72% | 27.40%-26.7pp | 2268.06%-2267.3pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $16,546 | $1,901+770.3% | $2,787+493.6% | $2,203+651.2% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,016 | $3,515-14.2% | $4,882-38.2% | $4,297-29.8% |