Filed July 21, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,679 | $58,234-37.0% | $81,783-55.2% | $80,874-54.6% |
| Participation rate | 53.3% | 63.4%-10.1pp | 72.4%-19.0pp | 67.6%-14.3pp |
| Annual return | 14.89% | 41.70%-26.8pp | 775.05%-760.2pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,539 | $2,341-34.3% | $2,913-47.2% | $2,756-44.2% |
| Participant deferral / active EE | $3,280 | $3,283-0.1% | $4,320-24.1% | $4,297-23.7% |
| Admin fee / account holder | $13,892 | $4,982+178.9% | $7,380+88.2% | $6,935+100.3% |