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 | $82,857 | $49,255+68.2% | $70,494+17.5% | $79,856+3.8% |
| Participation rate | 83.3% | 69.2%+14.2pp | 75.1%+8.3pp | 69.6%+13.7pp |
| Annual return | 3.92% | 30.10%-26.2pp | 109.16%-105.2pp | 31.71%-27.8pp |
| Employer contribution / active EE | $3,510 | $2,100+67.1% | $2,738+28.2% | $2,471+42.0% |
| Participant deferral / active EE | $3,436 | $2,768+24.1% | $3,711-7.4% | $3,741-8.1% |
| Admin fee / account holder | $4,451 | $2,879+54.6% | $3,848+15.7% | $5,306-16.1% |