Filed August 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 | $99,566 | $48,364+105.9% | $71,796+38.7% | $62,881+58.3% |
| Participation rate | 87.0% | 60.6%+26.3pp | 69.1%+17.8pp | 69.3%+17.7pp |
| Annual return | -1.49% | 13.16%-14.6pp | 78.04%-79.5pp | 20.14%-21.6pp |
| Employer contribution / active EE | $4,409 | $1,042+323.2% | $1,924+129.1% | $2,281+93.3% |
| Participant deferral / active EE | $4,146 | $2,091+98.2% | $2,794+48.4% | $3,203+29.4% |
| Admin fee / account holder | $1,447 | $3,771-61.6% | $4,815-69.9% | $4,296-66.3% |