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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,222 | $60,128-48.1% | $90,440-65.5% | $79,852-60.9% |
| Participation rate | 97.1% | 65.0%+32.1pp | 72.7%+24.4pp | 69.6%+27.4pp |
| Annual return | -4.93% | 71.95%-76.9pp | 1294.38%-1299.3pp | 31.72%-36.7pp |
| Employer contribution / active EE | $4,201 | $2,068+103.1% | $3,263+28.8% | $2,471+70.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11,052 | $3,977+177.9% | $5,615+96.8% | $5,306+108.3% |