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 | $159,104 | $45,079+252.9% | $69,461+129.1% | $72,983+118.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.12% | 22.65%-18.5pp | 28.97%-24.9pp | 81.01%-76.9pp |
| Employer contribution / active EE | $16,512 | $2,055+703.6% | $2,779+494.1% | $2,440+576.8% |
| Participant deferral / active EE | $2,957 | $2,603+13.6% | $3,536-16.4% | $3,608-18.0% |
| Admin fee / account holder | $10,842 | $3,056+254.8% | $3,840+182.4% | $5,124+111.6% |