Filed October 30, 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 | $122,590 | $64,729+89.4% | $112,263+9.2% | $68,490+79.0% |
| Participation rate | 86.9% | 67.2%+19.7pp | 75.1%+11.8pp | 67.9%+19.0pp |
| Annual return | -21.89% | -11.40%-10.5pp | 27.49%-49.4pp | -7.85%-14.0pp |
| Employer contribution / active EE | $3,924 | $2,746+42.9% | $3,636+7.9% | $2,597+51.1% |
| Participant deferral / active EE | $7,614 | $3,566+113.5% | $4,729+61.0% | $4,028+89.0% |
| Admin fee / account holder | $5,531 | $5,222+5.9% | $6,410-13.7% | $5,403+2.4% |