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 | $17,837 | $63,346-71.8% | $92,240-80.7% | $70,126-74.6% |
| Participation rate | 71.7% | 68.7%+3.0pp | 76.5%-4.8pp | 69.5%+2.1pp |
| Annual return | 19.30% | 530.19%-510.9pp | 176.29%-157.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $1,807 | $2,471-26.9% | $3,680-50.9% | $2,343-22.8% |
| Participant deferral / active EE | $3,275 | $2,854+14.8% | $3,897-16.0% | $3,332-1.7% |
| Admin fee / account holder | $624 | $3,841-83.8% | $5,194-88.0% | $4,645-86.6% |