Filed August 28, 2026
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,251,861 | $88,672+1311.8% | $105,223+1089.7% | $82,448+1418.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.79% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $35,526 | $3,048+1065.6% | $3,689+863.2% | $2,551+1292.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $78,002 | $7,146+991.5% | $8,859+780.5% | $7,234+978.2% |