Filed January 30, 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 | $26,487 | $82,032-67.7% | $123,106-78.5% | $59,633-55.6% |
| Participation rate | 91.7% | 83.2%+8.5pp | 86.8%+4.9pp | 68.7%+23.0pp |
| Annual return | -1.04% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $1,963 | $3,297-40.5% | $5,151-61.9% | $2,203-10.9% |
| Participant deferral / active EE | $2,722 | $4,667-41.7% | $6,229-56.3% | $3,192-14.7% |
| Admin fee / account holder | $748 | $5,881-87.3% | $9,015-91.7% | $4,297-82.6% |