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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,222 | $62,583+23.4% | $76,767+0.6% | $64,173+20.3% |
| Participation rate | 77.2% | 72.8%+4.4pp | 77.0%+0.2pp | 69.6%+7.6pp |
| Annual return | -8.27% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,457 | $3,145+73.5% | $3,852+41.7% | $3,470+57.3% |
| Admin fee / account holder | $1,764 | $4,667-62.2% | $6,675-73.6% | $4,887-63.9% |