Filed April 16, 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 | $169,620 | $67,602+150.9% | $82,312+106.1% | $70,126+141.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.12% | 21.57%-11.5pp | 25.88%-15.8pp | 73.15%-63.0pp |
| Employer contribution / active EE | $4,606 | $1,755+162.5% | $2,428+89.7% | $2,343+96.6% |
| Participant deferral / active EE | $7,222 | $2,987+141.8% | $3,706+94.9% | $3,332+116.8% |
| Admin fee / account holder | $1,855 | $4,512-58.9% | $5,608-66.9% | $4,645-60.1% |