Filed January 14, 2026
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,888 | $138,393-48.1% | $184,256-61.0% | $80,959-11.2% |
| Participation rate | 88.9% | 83.9%+5.0pp | 86.8%+2.1pp | 67.7%+21.2pp |
| Annual return | 9.91% | 20.01%-10.1pp | 28.85%-18.9pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,164 | $4,847-76.0% | $6,427-81.9% | $2,757-57.8% |
| Participant deferral / active EE | $3,262 | $7,076-53.9% | $9,133-64.3% | $4,300-24.1% |
| Admin fee / account holder | $4,491 | $10,489-57.2% | $13,899-67.7% | $6,925-35.2% |