Filed March 31, 2026
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,155 | $75,962-90.6% | $154,111-95.4% | $64,173-88.9% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.18%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $992 | $3,350-70.4% | $5,298-81.3% | $2,381-58.3% |
| Participant deferral / active EE | $921 | $3,175-71.0% | $5,081-81.9% | $3,470-73.5% |
| Admin fee / account holder | $1,171 | $5,589-79.1% | $13,411-91.3% | $4,887-76.0% |