Filed May 4, 2026
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,636 | $53,837-7.8% | $75,714-34.4% | $85,847-42.2% |
| Participation rate | 77.8% | 69.1%+8.7pp | 74.8%+2.9pp | 69.3%+8.5pp |
| Annual return | 11.88% | 24.54%-12.7pp | 104.62%-92.7pp | 318.61%-306.7pp |
| Employer contribution / active EE | $967 | $2,017-52.1% | $2,744-64.8% | $2,565-62.3% |
| Participant deferral / active EE | $8,223 | $2,895+184.0% | $3,820+115.2% | $3,952+108.1% |
| Admin fee / account holder | $4,287 | $3,339+28.4% | $3,619+18.5% | $6,261-31.5% |