Filed March 13, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,432 | $58,241-16.8% | $81,780-40.8% | $80,911-40.1% |
| Participation rate | 24.2% | 63.4%-39.2pp | 72.4%-48.1pp | 67.6%-43.4pp |
| Annual return | 9.53% | 41.73%-32.2pp | 776.27%-766.7pp | 35.63%-26.1pp |
| Employer contribution / active EE | $670 | $2,343-71.4% | $2,914-77.0% | $2,756-75.7% |
| Participant deferral / active EE | $1,175 | $3,283-64.2% | $4,321-72.8% | $4,297-72.7% |
| Admin fee / account holder | $2,821 | $4,973-43.3% | $7,384-61.8% | $6,935-59.3% |