Filed January 22, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,684 | $87,132-45.3% | $105,624-54.9% | $80,959-41.1% |
| Participation rate | 75.9% | 70.4%+5.4pp | 75.3%+0.6pp | 67.7%+8.2pp |
| Annual return | 7.95% | 17.03%-9.1pp | 116.20%-108.3pp | 35.67%-27.7pp |
| Employer contribution / active EE | $2,446 | $2,397+2.1% | $3,168-22.8% | $2,757-11.3% |
| Participant deferral / active EE | $5,131 | $3,985+28.7% | $5,013+2.4% | $4,300+19.3% |
| Admin fee / account holder | $8,031 | $8,449-4.9% | $10,961-26.7% | $6,925+16.0% |