Filed November 12, 2025
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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 | $93,483 | $82,674+13.1% | $125,381-25.4% | $68,486+36.5% |
| Participation rate | 72.2% | 75.1%-2.8pp | 82.4%-10.2pp | 67.9%+4.3pp |
| Annual return | -19.61% | -5.97%-13.6pp | 572.31%-591.9pp | -7.85%-11.8pp |
| Employer contribution / active EE | $3,055 | $3,382-9.7% | $4,815-36.6% | $2,597+17.6% |
| Participant deferral / active EE | $6,904 | $6,111+13.0% | $7,448-7.3% | $4,028+71.4% |
| Admin fee / account holder | $1,342 | $6,277-78.6% | $10,007-86.6% | $5,404-75.2% |