Filed March 10, 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 | $108,382 | $160,059-32.3% | $140,019-22.6% | $135,379-19.9% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -7.28% | 911.44%-918.7pp | 651.15%-658.4pp | 519.79%-527.1pp |
| Employer contribution / active EE | $1,997 | $6,420-68.9% | $5,605-64.4% | $4,779-58.2% |
| Participant deferral / active EE | $5,165 | $7,641-32.4% | $6,927-25.4% | $5,609-7.9% |
| Admin fee / account holder | $40,164 | $13,328+201.4% | $10,705+275.2% | $10,828+270.9% |