Filed January 19, 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 | $34,489 | $73,546-53.1% | $63,018-45.3% | $147,586-76.6% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 15.43% | 175.56%-160.1pp | 87.62%-72.2pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,017 | $3,324-69.4% | $2,761-63.2% | $4,876-79.2% |
| Participant deferral / active EE | $1,017 | $4,185-75.7% | $3,330-69.5% | $5,439-81.3% |
| Admin fee / account holder | $5,171 | $5,956-13.2% | $3,601+43.6% | $10,886-52.5% |