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 | $245,898 | $92,684+165.3% | $82,706+197.3% | $134,509+82.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.36% | 945.84%-964.2pp | 701.76%-720.1pp | 418.13%-436.5pp |
| Employer contribution / active EE | $22,770 | $3,272+596.0% | $3,007+657.1% | $4,741+380.3% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $65,611 | $5,982+996.8% | $5,329+1131.3% | $11,427+474.2% |