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 | $58,627+118.6% | $76,735+67.0% | $82,448+55.4% |
| Participation rate | 93.9% | 63.2%+30.7pp | 69.5%+24.4pp | 68.1%+25.9pp |
| Annual return | 11.98% | 39.10%-27.1pp | 29.77%-17.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $3,059 | $1,729+76.9% | $2,454+24.6% | $2,551+19.9% |
| Participant deferral / active EE | $7,234 | $3,134+130.9% | $4,088+77.0% | $4,139+74.8% |
| Admin fee / account holder | $47,637 | $5,323+795.0% | $7,189+562.6% | $7,234+558.5% |