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 | $78,424 | $57,330+36.8% | $86,656-9.5% | $75,177+4.3% |
| Participation rate | 83.9% | 63.2%+20.7pp | 71.7%+12.2pp | 67.2%+16.7pp |
| Annual return | -7.75% | 2675.40%-2683.2pp | 593.09%-600.8pp | 160.75%-168.5pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,519 | $3,320+186.7% | $4,439+114.4% | $4,126+130.7% |
| Admin fee / account holder | $5,508 | $4,115+33.9% | $5,619-2.0% | $5,651-2.5% |