Filed March 13, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,324 | $57,350-73.3% | $83,850-81.7% | $64,181-76.1% |
| Participation rate | 78.1% | 68.6%+9.5pp | 76.1%+2.0pp | 69.6%+8.6pp |
| Annual return | -21.97% | 11.38%-33.3pp | 850.92%-872.9pp | 7.63%-29.6pp |
| Employer contribution / active EE | $2,934 | $2,545+15.3% | $3,631-19.2% | $2,381+23.2% |
| Participant deferral / active EE | $6,149 | $2,993+105.4% | $4,082+50.6% | $3,470+77.2% |
| Admin fee / account holder | $1,313 | $4,046-67.6% | $5,478-76.0% | $4,887-73.1% |