Filed October 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 | $179,344 | $88,672+102.3% | $105,223+70.4% | $82,448+117.5% |
| Participation rate | 76.0% | 67.9%+8.1pp | 75.0%+1.0pp | 68.1%+7.9pp |
| Annual return | -23.29% | 30.86%-54.1pp | 180.65%-203.9pp | 41.64%-64.9pp |
| Employer contribution / active EE | $4,641 | $3,048+52.3% | $3,689+25.8% | $2,551+81.9% |
| Participant deferral / active EE | $12,569 | $4,036+211.4% | $5,072+147.8% | $4,139+203.7% |
| Admin fee / account holder | $2,979 | $7,146-58.3% | $8,859-66.4% | $7,234-58.8% |