Filed May 7, 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 | $32,680 | $79,089-58.7% | $100,392-67.4% | $74,459-56.1% |
| Participation rate | 76.4% | 79.4%-3.0pp | 81.5%-5.1pp | 67.2%+9.2pp |
| Annual return | 35.57% | 20.61%+15.0pp | 49.45%-13.9pp | 1369.70%-1334.1pp |
| Employer contribution / active EE | $3,112 | $3,015+3.2% | $3,941-21.0% | $2,626+18.5% |
| Participant deferral / active EE | $6,965 | $7,747-10.1% | $8,090-13.9% | $4,350+60.1% |
| Admin fee / account holder | $6,569 | $1,336+391.6% | $7,904-16.9% | $1,945+237.8% |