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 | $112,160 | $98,760+13.6% | $149,715-25.1% | $79,858+40.4% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.5%+5.2pp | 69.6%+18.1pp |
| Annual return | 9.09% | 27.43%-18.3pp | 276.66%-267.6pp | 31.72%-22.6pp |
| Employer contribution / active EE | $5,631 | $3,217+75.1% | $4,645+21.2% | $2,471+127.9% |
| Participant deferral / active EE | $9,008 | $5,681+58.6% | $6,842+31.7% | $3,740+140.8% |
| Admin fee / account holder | $3,376 | $6,053-44.2% | $9,310-63.7% | $5,306-36.4% |