Filed March 2, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,768 | $39,162+98.6% | $100,671-22.8% | $59,633+30.4% |
| Participation rate | 61.1% | 55.9%+5.3pp | 70.7%-9.6pp | 68.7%-7.6pp |
| Annual return | -0.44% | 21.07%-21.5pp | 20.43%-20.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,998 | $1,151+160.6% | $4,012-25.3% | $2,203+36.1% |
| Participant deferral / active EE | $3,385 | $1,992+69.9% | $3,144+7.7% | $3,192+6.1% |
| Admin fee / account holder | $24,362 | $2,969+720.4% | $4,850+402.3% | $4,297+467.0% |