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 | $69,590+13.7% | $136,867-42.2% | $94,015-15.8% |
| Participation rate | 90.5% | 66.3%+24.2pp | 74.5%+15.9pp | 70.8%+19.7pp |
| Annual return | 7.29% | 19.62%-12.3pp | 42.97%-35.7pp | 17.84%-10.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,278 | $3,437+170.0% | $4,924+88.4% | $4,249+118.3% |
| Admin fee / account holder | $1,597 | $8,912-82.1% | $10,340-84.6% | $8,951-82.2% |