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 | $87,797 | $123,793-29.1% | $177,840-50.6% | $79,852+9.9% |
| Participation rate | 85.2% | 84.7%+0.6pp | 87.7%-2.5pp | 69.6%+15.6pp |
| Annual return | 10.06% | 22.82%-12.8pp | 48.32%-38.3pp | 31.72%-21.7pp |
| Employer contribution / active EE | $1,546 | $4,095-62.3% | $5,919-73.9% | $2,471-37.5% |
| Participant deferral / active EE | $3,646 | $5,956-38.8% | $7,714-52.7% | $3,740-2.5% |
| Admin fee / account holder | $7,651 | $7,243+5.6% | $12,431-38.5% | $5,306+44.2% |