Filed September 25, 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 | $66,292 | $39,132+69.4% | $57,196+15.9% | $62,881+5.4% |
| Participation rate | 86.0% | 70.5%+15.5pp | 75.3%+10.6pp | 69.3%+16.7pp |
| Annual return | -1.05% | 9.24%-10.3pp | 14.59%-15.6pp | 20.14%-21.2pp |
| Employer contribution / active EE | $2,703 | $1,874+44.2% | $2,683+0.7% | $2,281+18.5% |
| Participant deferral / active EE | $3,056 | $2,374+28.7% | $3,096-1.3% | $3,203-4.6% |
| Admin fee / account holder | $2,023 | $2,594-22.0% | $3,141-35.6% | $4,296-52.9% |