Filed March 20, 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 | $50,389 | $88,815-43.3% | $81,882-38.5% | $145,897-65.5% |
| Participation rate | 95.0% | 75.1%+19.9pp | 72.4%+22.6pp | 80.3%+14.7pp |
| Annual return | -16.69% | 1033.75%-1050.4pp | 779.47%-796.2pp | 552.29%-569.0pp |
| Employer contribution / active EE | $1,506 | $3,086-51.2% | $2,916-48.4% | $4,663-67.7% |
| Participant deferral / active EE | $5,790 | $4,647+24.6% | $4,323+33.9% | $6,689-13.4% |
| Admin fee / account holder | $4,942 | $8,434-41.4% | $7,360-32.8% | $13,390-63.1% |