Filed January 19, 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 | $66,882 | $184,000-63.7% | $162,185-58.8% | $152,909-56.3% |
| Participation rate | 76.5% | 88.5%-12.0pp | 87.6%-11.1pp | 82.5%-6.0pp |
| Annual return | 0.01% | 150.80%-150.8pp | 115.61%-115.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,835 | $6,370-71.2% | $5,613-67.3% | $4,764-61.5% |
| Participant deferral / active EE | $3,540 | $8,033-55.9% | $7,297-51.5% | $5,851-39.5% |
| Admin fee / account holder | $10,398 | $13,124-20.8% | $10,844-4.1% | $11,601-10.4% |