Filed January 20, 2026
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,077 | $112,121+76.7% | $95,960+106.4% | $158,966+24.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.09% | 171.16%-158.1pp | 91.63%-78.5pp | 302.95%-289.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,611 | $4,784+38.2% | $4,167+58.7% | $5,983+10.5% |
| Admin fee / account holder | $43,626 | $10,135+330.5% | $6,797+541.8% | $11,250+287.8% |