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 | $14,020 | $91,179-84.6% | $178,499-92.1% | $79,852-82.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 30.38% | 24.19%+6.2pp | 151.10%-120.7pp | 31.72%-1.3pp |
| Employer contribution / active EE | $1,401 | $3,256-57.0% | $5,011-72.0% | $2,471-43.3% |
| Participant deferral / active EE | $1,753 | $3,236-45.8% | $5,202-66.3% | $3,740-53.1% |
| Admin fee / account holder | $544 | $6,749-91.9% | $13,986-96.1% | $5,306-89.8% |