Filed January 26, 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 | $18,733 | $107,421-82.6% | $182,262-89.7% | $94,015-80.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 21.68% | 21.32%+0.4pp | 140.60%-118.9pp | 17.84%+3.8pp |
| Employer contribution / active EE | $2,217 | $3,448-35.7% | $5,046-56.1% | $2,790-20.5% |
| Participant deferral / active EE | $5,264 | $6,558-19.7% | $8,276-36.4% | $4,249+23.9% |
| Admin fee / account holder | $1,007 | $8,692-88.4% | $16,712-94.0% | $8,951-88.7% |