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 | $145,431-19.5% | $211,142-44.6% | $87,485+33.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 10.63% | 27.21%-16.6pp | 46.84%-36.2pp | 26.06%-15.4pp |
| Employer contribution / active EE | $1,771 | $4,662-62.0% | $6,442-72.5% | $2,596-31.8% |
| Participant deferral / active EE | $4,352 | $6,859-36.5% | $9,284-53.1% | $4,274+1.8% |
| Admin fee / account holder | $5,885 | $17,052-65.5% | $19,076-69.2% | $7,775-24.3% |