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 | $148,582-92.8% | $135,942-92.1% | $139,456-92.3% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 22.32% | 79.26%-56.9pp | 68.28%-46.0pp | 373.45%-351.1pp |
| Employer contribution / active EE | $1,982 | $5,245-62.2% | $4,858-59.2% | $4,753-58.3% |
| Participant deferral / active EE | $4,303 | $8,101-46.9% | $7,759-44.5% | $6,711-35.9% |
| Admin fee / account holder | $956 | $12,402-92.3% | $10,764-91.1% | $11,407-91.6% |