Filed November 26, 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 | $80,843 | $145,431-44.4% | $211,142-61.7% | $87,485-7.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 6.83% | 27.21%-20.4pp | 46.84%-40.0pp | 26.06%-19.2pp |
| Employer contribution / active EE | $1,760 | $4,662-62.2% | $6,442-72.7% | $2,596-32.2% |
| Participant deferral / active EE | $4,504 | $6,859-34.3% | $9,284-51.5% | $4,274+5.4% |
| Admin fee / account holder | $1,220 | $17,052-92.8% | $19,076-93.6% | $7,775-84.3% |