Filed May 7, 2026
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $24,650 | $76,367-67.7% | $93,614-73.7% | $72,983-66.2% |
| Participation rate | 80.5% | 71.7%+8.7pp | 75.8%+4.6pp | 69.5%+11.0pp |
| Annual return | 22.92% | 25.82%-2.9pp | 32.76%-9.8pp | 81.01%-58.1pp |
| Employer contribution / active EE | $1,673 | $2,275-26.5% | $2,718-38.5% | $2,440-31.4% |
| Participant deferral / active EE | $3,281 | $3,538-7.3% | $4,069-19.4% | $3,608-9.0% |
| Admin fee / account holder | $1,852 | $6,838-72.9% | $7,889-76.5% | $5,124-63.9% |