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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,256 | $54,370+64.2% | $82,763+7.8% | $68,490+30.3% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | 3.54% | -13.67%+17.2pp | 702.45%-698.9pp | -7.85%+11.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,089 | $3,247+149.1% | $4,395+84.0% | $4,028+100.8% |
| Admin fee / account holder | $7,569 | $4,398+72.1% | $5,325+42.1% | $5,403+40.1% |