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 | $106,524-82.4% | $152,301-87.7% | $87,485-78.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 21.68% | 26.89%-5.2pp | 80.50%-58.8pp | 26.06%-4.4pp |
| Employer contribution / active EE | $2,217 | $3,371-34.2% | $4,624-52.1% | $2,596-14.6% |
| Participant deferral / active EE | $5,264 | $6,525-19.3% | $8,004-34.2% | $4,274+23.2% |
| Admin fee / account holder | $1,007 | $8,287-87.8% | $14,398-93.0% | $7,775-87.0% |