Filed August 4, 2026
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,100 | $94,031-69.1% | $115,768-74.9% | $82,448-64.7% |
| Participation rate | 85.2% | 70.4%+14.8pp | 74.4%+10.9pp | 68.1%+17.2pp |
| Annual return | 18.00% | 20.61%-2.6pp | 100.46%-82.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,867 | $2,323-19.6% | $2,940-36.5% | $2,551-26.8% |
| Participant deferral / active EE | $3,944 | $3,972-0.7% | $4,917-19.8% | $4,139-4.7% |
| Admin fee / account holder | $427 | $10,249-95.8% | $12,439-96.6% | $7,234-94.1% |