Filed January 13, 2026
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,715 | $123,793-72.8% | $177,848-81.0% | $79,856-57.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 87.7%-7.7pp | 69.6%+10.4pp |
| Annual return | 39.05% | 22.82%+16.2pp | 48.33%-9.3pp | 31.71%+7.3pp |
| Employer contribution / active EE | $2,390 | $4,095-41.6% | $5,919-59.6% | $2,471-3.3% |
| Participant deferral / active EE | $4,949 | $5,956-16.9% | $7,714-35.8% | $3,741+32.3% |
| Admin fee / account holder | $2,899 | $7,243-60.0% | $12,431-76.7% | $5,306-45.4% |