Filed January 30, 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 | $71,462 | $61,660+15.9% | $80,022-10.7% | $64,173+11.4% |
| Participation rate | 84.2% | 71.7%+12.5pp | 75.8%+8.4pp | 69.6%+14.6pp |
| Annual return | -7.82% | -0.33%-7.5pp | 11.22%-19.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,257 | $1,810-30.5% | $2,468-49.1% | $2,381-47.2% |
| Participant deferral / active EE | $2,309 | $2,968-22.2% | $3,686-37.4% | $3,470-33.5% |
| Admin fee / account holder | $2,172 | $5,417-59.9% | $6,521-66.7% | $4,887-55.5% |