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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,554 | $146,267-33.3% | $197,124-50.5% | $82,448+18.3% |
| Participation rate | 81.4% | 84.0%-2.6pp | 86.7%-5.3pp | 68.1%+13.3pp |
| Annual return | 33.67% | 29.61%+4.1pp | 44.34%-10.7pp | 41.64%-8.0pp |
| Employer contribution / active EE | $901 | $4,723-80.9% | $6,227-85.5% | $2,551-64.7% |
| Participant deferral / active EE | $3,567 | $7,035-49.3% | $9,135-60.9% | $4,139-13.8% |
| Admin fee / account holder | $3,319 | $14,422-77.0% | $16,298-79.6% | $7,234-54.1% |