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 | $63,532 | $125,797-49.5% | $170,028-62.6% | $75,181-15.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 5.93% | 27.20%-21.3pp | 53.39%-47.5pp | 160.69%-154.8pp |
| Employer contribution / active EE | $1,599 | $4,616-65.4% | $6,788-76.4% | $2,671-40.1% |
| Participant deferral / active EE | $3,766 | $6,838-44.9% | $10,409-63.8% | $4,126-8.7% |
| Admin fee / account holder | $20,013 | $8,177+144.8% | $12,820+56.1% | $5,650+254.2% |