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 | $133,902 | $45,041+197.3% | $63,003+112.5% | $70,131+90.9% |
| Participation rate | 98.1% | 69.5%+28.6pp | 74.8%+23.3pp | 69.5%+28.6pp |
| Annual return | 8.75% | 18.76%-10.0pp | 87.59%-78.8pp | 73.14%-64.4pp |
| Employer contribution / active EE | $13,688 | $2,052+567.0% | $2,760+395.9% | $2,342+484.3% |
| Participant deferral / active EE | $3,656 | $2,465+48.3% | $3,329+9.8% | $3,332+9.7% |
| Admin fee / account holder | $10,113 | $2,836+256.7% | $3,600+180.9% | $4,645+117.7% |