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 | $58,275-16.9% | $81,844-40.8% | $80,935-40.2% |
| Participation rate | 24.2% | 63.5%-39.2pp | 72.4%-48.1pp | 67.7%-43.4pp |
| Annual return | 9.53% | 41.82%-32.3pp | 778.87%-769.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $670 | $2,346-71.4% | $2,916-77.0% | $2,757-75.7% |
| Participant deferral / active EE | $1,175 | $3,285-64.2% | $4,323-72.8% | $4,299-72.7% |
| Admin fee / account holder | $2,821 | $4,749-40.6% | $7,355-61.6% | $6,924-59.3% |