Filed January 9, 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 | $52,606 | $60,349-12.8% | $74,184-29.1% | $62,881-16.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.47% | 21.38%-17.9pp | 17.74%-14.3pp | 20.14%-16.7pp |
| Employer contribution / active EE | $922 | $1,680-45.1% | $2,370-61.1% | $2,281-59.6% |
| Participant deferral / active EE | $1,575 | $2,856-44.8% | $3,550-55.6% | $3,203-50.8% |
| Admin fee / account holder | $8,069 | $4,261+89.4% | $5,586+44.5% | $4,296+87.8% |