Filed March 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,559 | $167,362-87.1% | $143,799-85.0% | $134,532-84.0% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -28.49% | 0.47%-29.0pp | -0.04%-28.4pp | 418.27%-446.8pp |
| Employer contribution / active EE | $3,538 | $5,620-37.0% | $4,952-28.5% | $4,741-25.4% |
| Participant deferral / active EE | $5,137 | $6,447-20.3% | $5,638-8.9% | $6,401-19.8% |
| Admin fee / account holder | $534 | $18,094-97.0% | $14,677-96.4% | $11,429-95.3% |