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 | $51,638+53.3% | $68,368+15.8% | $82,448-4.0% |
| Participation rate | 90.5% | 63.6%+26.9pp | 73.8%+16.7pp | 68.1%+22.4pp |
| Annual return | 7.29% | 37.53%-30.2pp | 292.57%-285.3pp | 41.64%-34.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,278 | $2,914+218.5% | $4,123+125.1% | $4,139+124.2% |
| Admin fee / account holder | $1,597 | $4,643-65.6% | $5,150-69.0% | $7,234-77.9% |