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 | $50,554+299.6% | $67,681+198.5% | $87,485+130.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 8.15% | 17.81%-9.7pp | 590.58%-582.4pp | 26.06%-17.9pp |
| Employer contribution / active EE | $15,320 | $1,988+670.4% | $2,678+472.0% | $2,596+490.1% |
| Participant deferral / active EE | $2,382 | $2,961-19.6% | $3,976-40.1% | $4,274-44.3% |
| Admin fee / account holder | $19,467 | $4,132+371.1% | $6,100+219.2% | $7,775+150.4% |