Filed February 23, 2026
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,547 | $146,267-40.8% | $197,124-56.1% | $82,448+5.0% |
| Participation rate | 86.1% | 84.0%+2.1pp | 86.7%-0.6pp | 68.1%+18.0pp |
| Annual return | 11.33% | 29.61%-18.3pp | 44.34%-33.0pp | 41.64%-30.3pp |
| Employer contribution / active EE | $8,450 | $4,723+78.9% | $6,227+35.7% | $2,551+231.2% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,526 | $14,422-33.9% | $16,298-41.5% | $7,234+31.7% |