Filed May 19, 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 | $233,147 | $54,355+328.9% | $82,744+181.8% | $68,486+240.4% |
| Participation rate | 67.3% | 63.9%+3.3pp | 72.6%-5.3pp | 67.9%-0.6pp |
| Annual return | -13.85% | -13.67%-0.2pp | 702.22%-716.1pp | -7.85%-6.0pp |
| Employer contribution / active EE | $930 | $2,219-58.1% | $3,008-69.1% | $2,597-64.2% |
| Participant deferral / active EE | $6,368 | $3,246+96.2% | $4,395+44.9% | $4,028+58.1% |
| Admin fee / account holder | $55,362 | $4,397+1159.2% | $5,325+939.7% | $5,404+924.5% |