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 | $79,150 | $61,125+29.5% | $94,057-15.8% | $87,485-9.5% |
| Participation rate | 90.5% | 64.1%+26.4pp | 73.3%+17.1pp | 68.9%+21.5pp |
| Annual return | 7.29% | 35.20%-27.9pp | 480.62%-473.3pp | 26.06%-18.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,278 | $3,260+184.6% | $4,709+97.0% | $4,274+117.1% |
| Admin fee / account holder | $1,597 | $5,629-71.6% | $7,244-78.0% | $7,775-79.5% |