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 | $170,106 | $57,073+198.0% | $85,126+99.8% | $80,925+110.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | -17.36% | 21.69%-39.1pp | 66.63%-84.0pp | 35.65%-53.0pp |
| Employer contribution / active EE | $19,938 | $1,801+1007.3% | $2,731+630.0% | $2,756+623.4% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $867 | $4,988-82.6% | $6,160-85.9% | $6,940-87.5% |