Filed September 8, 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 | $187,146 | $110,083+70.0% | $151,639+23.4% | $68,486+173.3% |
| Participation rate | 96.0% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | -20.47% | -10.12%-10.3pp | 3.34%-23.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $5,410 | $4,470+21.0% | $6,165-12.2% | $2,597+108.3% |
| Participant deferral / active EE | $15,025 | $6,526+130.2% | $8,363+79.7% | $4,028+273.1% |
| Admin fee / account holder | $1,859 | $7,718-75.9% | $11,613-84.0% | $5,404-65.6% |