Filed March 31, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,131 | $76,407-55.3% | $150,298-77.3% | $82,448-58.6% |
| Participation rate | 62.9% | 66.4%-3.5pp | 77.8%-14.9pp | 68.1%-5.2pp |
| Annual return | 23.63% | 39.99%-16.4pp | 62.79%-39.2pp | 41.64%-18.0pp |
| Employer contribution / active EE | $2,623 | $2,614+0.3% | $4,154-36.9% | $2,551+2.8% |
| Participant deferral / active EE | $3,862 | $3,214+20.1% | $5,453-29.2% | $4,139-6.7% |
| Admin fee / account holder | $784 | $6,352-87.7% | $14,116-94.4% | $7,234-89.2% |