Filed June 16, 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 | $43,384 | $97,550-55.5% | $120,344-64.0% | $87,485-50.4% |
| Participation rate | 95.2% | 72.8%+22.4pp | 76.7%+18.5pp | 68.9%+26.3pp |
| Annual return | 9.00% | 18.41%-9.4pp | 20.30%-11.3pp | 26.06%-17.1pp |
| Employer contribution / active EE | $898 | $2,291-60.8% | $3,020-70.3% | $2,596-65.4% |
| Participant deferral / active EE | $4,638 | $4,230+9.7% | $5,135-9.7% | $4,274+8.5% |
| Admin fee / account holder | $2,480 | $9,543-74.0% | $12,742-80.5% | $7,775-68.1% |