Filed March 17, 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 | $58,684 | $60,349-2.8% | $74,184-20.9% | $62,881-6.7% |
| Participation rate | 93.9% | 72.7%+21.1pp | 76.6%+17.3pp | 69.3%+24.6pp |
| Annual return | 3.03% | 21.38%-18.3pp | 17.74%-14.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,138 | $1,680-32.3% | $2,370-52.0% | $2,281-50.1% |
| Participant deferral / active EE | $3,114 | $2,856+9.0% | $3,550-12.3% | $3,203-2.8% |
| Admin fee / account holder | $15,352 | $4,261+260.3% | $5,586+174.9% | $4,296+257.4% |