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 | $10,729 | $148,623-92.8% | $135,974-92.1% | $139,466-92.3% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 22.32% | 79.30%-57.0pp | 68.30%-46.0pp | 373.66%-351.3pp |
| Employer contribution / active EE | $1,982 | $5,246-62.2% | $4,859-59.2% | $4,754-58.3% |
| Participant deferral / active EE | $4,303 | $8,103-46.9% | $7,760-44.5% | $6,712-35.9% |
| Admin fee / account holder | $956 | $12,406-92.3% | $10,767-91.1% | $11,409-91.6% |