Filed March 4, 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 | $110,960 | $145,431-23.7% | $211,142-47.4% | $87,485+26.8% |
| Participation rate | 79.1% | 84.7%-5.6pp | 87.3%-8.2pp | 68.9%+10.2pp |
| Annual return | 12.63% | 27.21%-14.6pp | 46.84%-34.2pp | 26.06%-13.4pp |
| Employer contribution / active EE | $1,579 | $4,662-66.1% | $6,442-75.5% | $2,596-39.2% |
| Participant deferral / active EE | $3,940 | $6,859-42.6% | $9,284-57.6% | $4,274-7.8% |
| Admin fee / account holder | $6,439 | $17,052-62.2% | $19,076-66.2% | $7,775-17.2% |