Filed March 20, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,104 | $166,268-90.9% | $165,100-90.9% | $145,897-89.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 4.09% | 100.52%-96.4pp | 70.21%-66.1pp | 552.29%-548.2pp |
| Employer contribution / active EE | $3,148 | $5,284-40.4% | $4,348-27.6% | $4,663-32.5% |
| Participant deferral / active EE | $7,630 | $6,964+9.6% | $6,035+26.4% | $6,689+14.1% |
| Admin fee / account holder | $3,817 | $16,659-77.1% | $12,696-69.9% | $13,390-71.5% |