Filed May 14, 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 | $202,036 | $47,479+325.5% | $62,929+221.1% | $82,448+145.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 8.15% | 20.34%-12.2pp | 1063.93%-1055.8pp | 41.64%-33.5pp |
| Employer contribution / active EE | $15,320 | $1,885+712.6% | $2,505+511.7% | $2,551+500.5% |
| Participant deferral / active EE | $2,382 | $2,870-17.0% | $3,888-38.7% | $4,139-42.5% |
| Admin fee / account holder | $19,467 | $3,804+411.8% | $5,065+284.4% | $7,234+169.1% |