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 | $92,132 | $72,486+27.1% | $87,103+5.8% | $72,976+26.2% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 21.38% | 24.46%-3.1pp | 28.19%-6.8pp | 81.02%-59.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,560 | $3,270+70.1% | $4,049+37.3% | $3,608+54.1% |
| Admin fee / account holder | $2,557 | $5,055-49.4% | $7,491-65.9% | $5,124-50.1% |