Filed February 2, 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 | $99,394 | $85,766+15.9% | $136,298-27.1% | $70,126+41.7% |
| Participation rate | 86.0% | 74.2%+11.8pp | 81.9%+4.0pp | 69.5%+16.4pp |
| Annual return | 13.41% | 31.46%-18.0pp | 5156.27%-5142.9pp | 73.15%-59.7pp |
| Employer contribution / active EE | $3,391 | $2,966+14.3% | $4,696-27.8% | $2,343+44.8% |
| Participant deferral / active EE | $8,078 | $5,051+59.9% | $6,247+29.3% | $3,332+142.5% |
| Admin fee / account holder | $1,622 | $5,421-70.1% | $9,244-82.5% | $4,645-65.1% |