Filed May 18, 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 | $14,866 | $56,894-73.9% | $84,753-82.5% | $62,881-76.4% |
| Participation rate | 79.1% | 68.5%+10.6pp | 76.6%+2.5pp | 69.3%+9.8pp |
| Annual return | 19.95% | 6.30%+13.7pp | 22.78%-2.8pp | 20.14%-0.2pp |
| Employer contribution / active EE | $1,660 | $2,400-30.8% | $3,574-53.5% | $2,281-27.2% |
| Participant deferral / active EE | $3,034 | $2,709+12.0% | $3,712-18.3% | $3,203-5.3% |
| Admin fee / account holder | $1,095 | $3,581-69.4% | $5,333-79.5% | $4,296-74.5% |