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 | $187,522 | $57,590+225.6% | $86,233+117.5% | $82,448+127.4% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 12.12% | 22.41%-10.3pp | 61.39%-49.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $19,851 | $1,655+1099.2% | $2,504+692.7% | $2,551+678.2% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,430 | $4,730-48.6% | $8,342-70.9% | $7,234-66.4% |