Filed March 4, 2026
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,914 | $138,393-27.8% | $184,256-45.8% | $80,959+23.4% |
| Participation rate | 80.3% | 83.9%-3.6pp | 86.8%-6.5pp | 67.7%+12.6pp |
| Annual return | 9.69% | 20.01%-10.3pp | 28.85%-19.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,486 | $4,847-69.3% | $6,427-76.9% | $2,757-46.1% |
| Participant deferral / active EE | $3,750 | $7,076-47.0% | $9,133-58.9% | $4,300-12.8% |
| Admin fee / account holder | $8,403 | $10,489-19.9% | $13,899-39.5% | $6,925+21.3% |