Filed January 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,333 | $95,453-97.6% | $112,040-97.9% | $82,448-97.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -152.63% | 23.92%-176.6pp | 24.52%-177.2pp | 41.64%-194.3pp |
| Employer contribution / active EE | $12,584 | $2,318+442.9% | $2,954+326.0% | $2,551+393.3% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,016 | $9,013-22.2% | $12,098-42.0% | $7,234-3.0% |