Filed February 26, 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 | $128,148 | $59,440+115.6% | $78,004+64.3% | $82,637+55.1% |
| Participation rate | 93.9% | 62.8%+31.1pp | 69.4%+24.5pp | 68.1%+25.9pp |
| Annual return | 11.98% | 40.24%-28.3pp | 31.07%-19.1pp | 53.51%-41.5pp |
| Employer contribution / active EE | $3,059 | $1,750+74.7% | $2,469+23.9% | $2,552+19.9% |
| Participant deferral / active EE | $7,234 | $3,138+130.5% | $4,092+76.8% | $4,126+75.3% |
| Admin fee / account holder | $47,637 | $5,504+765.5% | $7,578+528.6% | $7,339+549.1% |