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 | $95,404-20.5% | $113,397-33.1% | $82,637-8.3% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.5%-76.5pp | 68.1%-68.1pp |
| Annual return | 10.83% | 19.08%-8.2pp | 23.20%-12.4pp | 53.51%-42.7pp |
| Employer contribution / active EE | $1,576 | $2,307-31.7% | $2,977-47.1% | $2,552-38.2% |
| Participant deferral / active EE | $3,050 | $4,220-27.7% | $5,076-39.9% | $4,126-26.1% |
| Admin fee / account holder | $31,645 | $9,168+245.2% | $11,957+164.7% | $7,339+331.2% |