Filed October 10, 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 | $12,516 | $104,953-88.1% | $84,637-85.2% | $152,909-91.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | -29.78% | 373.94%-403.7pp | 258.82%-288.6pp | 345.46%-375.2pp |
| Employer contribution / active EE | $2,546 | $3,304-22.9% | $2,653-4.0% | $4,764-46.6% |
| Participant deferral / active EE | $3,106 | $4,691-33.8% | $3,900-20.4% | $5,851-46.9% |
| Admin fee / account holder | $654 | $6,244-89.5% | $4,914-86.7% | $11,601-94.4% |