Filed May 27, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,793 | $52,450+42.6% | $129,397-42.2% | $74,429+0.5% |
| Participation rate | 30.1% | 53.8%-23.8pp | 69.6%-39.5pp | 67.2%-37.1pp |
| Annual return | 10.52% | 15.65%-5.1pp | 9453.98%-9443.5pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $908 | $1,532-40.7% | $4,154-78.1% | $2,625-65.4% |
| Participant deferral / active EE | $1,854 | $2,797-33.7% | $4,167-55.5% | $4,348-57.4% |
| Admin fee / account holder | $11,575 | $2,636+339.2% | $7,679+50.7% | $1,944+495.4% |