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 | $13,411 | $102,429-86.9% | $147,096-90.9% | $80,925-83.4% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.7%+29.0pp |
| Annual return | 18.99% | 135.02%-116.0pp | 419.75%-400.8pp | 35.65%-16.7pp |
| Employer contribution / active EE | $2,166 | $3,716-41.7% | $4,936-56.1% | $2,756-21.4% |
| Participant deferral / active EE | $4,409 | $6,649-33.7% | $8,071-45.4% | $4,299+2.6% |
| Admin fee / account holder | $1,171 | $7,957-85.3% | $13,005-91.0% | $6,940-83.1% |