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 | $58,547 | $45,602+28.4% | $117,533-50.2% | $66,938-12.5% |
| Participation rate | 31.4% | 57.6%-26.3pp | 70.6%-39.2pp | 69.8%-38.4pp |
| Annual return | -19.73% | -16.74%-3.0pp | 29.77%-49.5pp | 1.58%-21.3pp |
| Employer contribution / active EE | $836 | $1,579-47.0% | $4,179-80.0% | $2,545-67.1% |
| Participant deferral / active EE | $2,046 | $2,845-28.1% | $4,072-49.8% | $4,238-51.7% |
| Admin fee / account holder | $34,786 | $661+5165.6% | $5,647+516.0% | $594+5761.0% |