Filed March 30, 2026
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,709 | $49,177-23.3% | $79,466-52.5% | $64,173-41.2% |
| Participation rate | 97.5% | 65.0%+32.5pp | 73.3%+24.2pp | 69.6%+27.9pp |
| Annual return | 10.88% | -1.16%+12.0pp | 718.28%-707.4pp | 7.63%+3.2pp |
| Employer contribution / active EE | $5,661 | $2,076+172.7% | $2,800+102.2% | $2,381+137.8% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $929 | $3,839-75.8% | $5,104-81.8% | $4,887-81.0% |