Filed January 9, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,812 | $95,453-20.6% | $112,040-32.3% | $82,448-8.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.5%-76.5pp | 68.1%-68.1pp |
| Annual return | 10.83% | 23.92%-13.1pp | 24.52%-13.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,576 | $2,318-32.0% | $2,954-46.6% | $2,551-38.2% |
| Participant deferral / active EE | $3,050 | $4,224-27.8% | $5,098-40.2% | $4,139-26.3% |
| Admin fee / account holder | $31,645 | $9,013+251.1% | $12,098+161.6% | $7,234+337.4% |