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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,342 | $45,152+9.3% | $73,845-33.2% | $59,632-17.3% |
| Participation rate | 40.0% | 64.0%-24.0pp | 73.4%-33.4pp | 68.7%-28.7pp |
| Annual return | -0.09% | 27.40%-27.5pp | 2267.91%-2268.0pp | 2041.32%-2041.4pp |
| Employer contribution / active EE | $820 | $1,902-56.9% | $2,788-70.6% | $2,203-62.8% |
| Participant deferral / active EE | $1,582 | $2,574-38.5% | $3,583-55.8% | $3,192-50.4% |
| Admin fee / account holder | $8,586 | $3,516+144.2% | $4,881+75.9% | $4,297+99.8% |