Filed March 24, 2026
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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 | $117,026 | $146,267-20.0% | $197,124-40.6% | $82,448+41.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 10.63% | 29.61%-19.0pp | 44.34%-33.7pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,771 | $4,723-62.5% | $6,227-71.6% | $2,551-30.6% |
| Participant deferral / active EE | $4,352 | $7,035-38.1% | $9,135-52.4% | $4,139+5.1% |
| Admin fee / account holder | $5,885 | $14,422-59.2% | $16,298-63.9% | $7,234-18.7% |