Filed September 29, 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 | $65,784 | $65,703+0.1% | $94,224-30.2% | $59,632+10.3% |
| Participation rate | 96.6% | 72.1%+24.4pp | 78.8%+17.8pp | 68.7%+27.9pp |
| Annual return | -5.80% | 5.22%-11.0pp | 10.68%-16.5pp | 2041.32%-2047.1pp |
| Employer contribution / active EE | $3,181 | $2,021+57.5% | $3,587-11.3% | $2,203+44.4% |
| Participant deferral / active EE | $3,574 | $3,143+13.7% | $4,320-17.3% | $3,192+12.0% |
| Admin fee / account holder | $43,939 | $4,264+930.4% | $6,269+600.9% | $4,297+922.5% |