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.)
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 | $8,378 | $52,678-84.1% | $75,784-88.9% | $59,633-86.0% |
| Participation rate | 80.8% | 67.2%+13.6pp | 75.8%+5.0pp | 68.7%+12.2pp |
| Annual return | -0.06% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $483 | $2,193-78.0% | $3,323-85.5% | $2,203-78.1% |
| Participant deferral / active EE | $2,605 | $2,591+0.5% | $3,652-28.7% | $3,192-18.4% |
| Admin fee / account holder | $436 | $3,610-87.9% | $5,300-91.8% | $4,297-89.9% |