Filed September 4, 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,974 | $56,544+227.1% | $75,501+145.0% | $70,126+163.8% |
| Participation rate | 98.7% | 68.1%+30.6pp | 72.4%+26.3pp | 69.5%+29.1pp |
| Annual return | -10.35% | 23.59%-33.9pp | 27.35%-37.7pp | 73.15%-83.5pp |
| Employer contribution / active EE | $4,970 | $1,817+173.6% | $2,352+111.3% | $2,343+112.2% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12,778 | $3,827+233.9% | $5,801+120.3% | $4,645+175.1% |