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 | $12,660 | $56,894-77.7% | $84,753-85.1% | $62,881-79.9% |
| Participation rate | 72.2% | 68.5%+3.6pp | 76.6%-4.4pp | 69.3%+2.8pp |
| Annual return | 6.35% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $890 | $2,400-62.9% | $3,574-75.1% | $2,281-61.0% |
| Participant deferral / active EE | $2,941 | $2,709+8.5% | $3,712-20.8% | $3,203-8.2% |
| Admin fee / account holder | $600 | $3,581-83.2% | $5,333-88.8% | $4,296-86.0% |