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 | $162,055 | $110,083+47.2% | $151,645+6.9% | $68,490+136.6% |
| Participation rate | 95.2% | 84.0%+11.3pp | 87.5%+7.7pp | 67.9%+27.3pp |
| Annual return | -25.76% | -10.12%-15.6pp | 3.34%-29.1pp | -7.85%-17.9pp |
| Employer contribution / active EE | $3,678 | $4,470-17.7% | $6,165-40.3% | $2,597+41.6% |
| Participant deferral / active EE | $5,021 | $6,526-23.1% | $8,363-40.0% | $4,028+24.7% |
| Admin fee / account holder | $649 | $7,718-91.6% | $11,614-94.4% | $5,403-88.0% |