Filed January 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,318 | $67,602-77.3% | $82,312-81.4% | $70,126-78.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.97% | 21.57%-8.6pp | 25.88%-12.9pp | 73.15%-60.2pp |
| Employer contribution / active EE | $460 | $1,755-73.8% | $2,428-81.1% | $2,343-80.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $711 | $4,512-84.2% | $5,608-87.3% | $4,645-84.7% |