Filed August 6, 2026
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $141,333 | $146,267-3.4% | $197,124-28.3% | $82,448+71.4% |
| Participation rate | 94.3% | 84.0%+10.3pp | 86.7%+7.6pp | 68.1%+26.2pp |
| Annual return | 18.67% | 29.61%-10.9pp | 44.34%-25.7pp | 41.64%-23.0pp |
| Employer contribution / active EE | $8,337 | $4,723+76.5% | $6,227+33.9% | $2,551+226.8% |
| Participant deferral / active EE | $2,953 | $7,035-58.0% | $9,135-67.7% | $4,139-28.7% |
| Admin fee / account holder | $7,196 | $14,422-50.1% | $16,298-55.9% | $7,234-0.5% |