Filed January 28, 2026
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Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,802 | $67,602+22.5% | $82,312+0.6% | $70,126+18.1% |
| Participation rate | 74.1% | 72.8%+1.4pp | 76.9%-2.8pp | 69.5%+4.6pp |
| Annual return | 14.33% | 21.57%-7.2pp | 25.88%-11.5pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,487 | $2,987+50.2% | $3,706+21.1% | $3,332+34.7% |
| Admin fee / account holder | $29,163 | $4,512+546.4% | $5,608+420.1% | $4,645+527.8% |