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 | $76,764 | $87,834-12.6% | $133,975-42.7% | $62,881+22.1% |
| Participation rate | 86.4% | 83.4%+3.1pp | 87.1%-0.6pp | 69.3%+17.1pp |
| Annual return | 5.58% | 12.05%-6.5pp | 29.29%-23.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,028 | $3,482-70.5% | $5,211-80.3% | $2,281-54.9% |
| Participant deferral / active EE | $2,845 | $4,812-40.9% | $6,282-54.7% | $3,203-11.2% |
| Admin fee / account holder | $3,191 | $5,372-40.6% | $9,324-65.8% | $4,296-25.7% |