Filed March 30, 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 | $39,536 | $51,638-23.4% | $68,368-42.2% | $82,448-52.0% |
| Participation rate | 95.0% | 63.6%+31.4pp | 73.8%+21.2pp | 68.1%+26.9pp |
| Annual return | 5.66% | 37.53%-31.9pp | 292.57%-286.9pp | 41.64%-36.0pp |
| Employer contribution / active EE | $5,737 | $2,047+180.3% | $2,649+116.6% | $2,551+124.9% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,466 | $4,643-68.4% | $5,150-71.5% | $7,234-79.7% |