Filed March 30, 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 | $77,373 | $87,834-11.9% | $133,975-42.2% | $62,881+23.0% |
| Participation rate | 92.3% | 83.4%+8.9pp | 87.1%+5.2pp | 69.3%+23.0pp |
| Annual return | 4.86% | 12.05%-7.2pp | 29.29%-24.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,207 | $3,482-36.6% | $5,211-57.6% | $2,281-3.2% |
| Participant deferral / active EE | $4,005 | $4,812-16.8% | $6,282-36.2% | $3,203+25.0% |
| Admin fee / account holder | $17,021 | $5,372+216.8% | $9,324+82.5% | $4,296+296.2% |