Filed July 1, 2026
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Participant 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 | $37,069 | $81,457-54.5% | $103,378-64.1% | $80,911-54.2% |
| Participation rate | 71.3% | 66.8%+4.4pp | 74.5%-3.3pp | 67.6%+3.6pp |
| Annual return | 9.15% | 25.58%-16.4pp | 24.91%-15.8pp | 35.63%-26.5pp |
| Employer contribution / active EE | $4,901 | $3,107+57.7% | $3,870+26.6% | $2,756+77.8% |
| Participant deferral / active EE | $1,206 | $3,871-68.8% | $5,058-76.1% | $4,297-71.9% |
| Admin fee / account holder | $3,372 | $6,717-49.8% | $8,401-59.9% | $6,935-51.4% |