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 | $52,507+42.4% | $129,406-42.2% | $74,478+0.4% |
| Participation rate | 30.1% | 53.9%-23.8pp | 69.6%-39.6pp | 67.2%-37.1pp |
| Annual return | 10.52% | 15.64%-5.1pp | 9468.18%-9457.7pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $908 | $1,534-40.8% | $4,155-78.1% | $2,626-65.4% |
| Participant deferral / active EE | $1,854 | $2,801-33.8% | $4,167-55.5% | $4,350-57.4% |
| Admin fee / account holder | $11,575 | $2,639+338.6% | $7,689+50.6% | $1,946+494.9% |