Filed March 30, 2026
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Employer 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 | $56,819 | $60,139-5.5% | $90,461-37.2% | $79,856-28.8% |
| Participation rate | 81.8% | 65.0%+16.8pp | 72.7%+9.1pp | 69.6%+12.2pp |
| Annual return | -1.03% | 71.96%-73.0pp | 1294.76%-1295.8pp | 31.71%-32.7pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,105 | $2,939+209.8% | $3,964+129.7% | $3,741+143.4% |
| Admin fee / account holder | $12,169 | $3,978+205.9% | $5,617+116.7% | $5,306+129.3% |