Filed March 24, 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 | $105,327 | $138,393-23.9% | $184,256-42.8% | $80,959+30.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.22% | 20.01%-8.8pp | 28.85%-17.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,380 | $4,847-71.5% | $6,427-78.5% | $2,757-50.0% |
| Participant deferral / active EE | $3,963 | $7,076-44.0% | $9,133-56.6% | $4,300-7.8% |
| Admin fee / account holder | $4,517 | $10,489-56.9% | $13,899-67.5% | $6,925-34.8% |