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 | $97,207 | $43,075+125.7% | $74,577+30.3% | $62,881+54.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 1.69% | 17.50%-15.8pp | 20.47%-18.8pp | 20.14%-18.5pp |
| Employer contribution / active EE | $7,329 | $1,498+389.3% | $2,525+190.2% | $2,281+221.3% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,298 | $2,840-19.1% | $4,138-44.5% | $4,296-46.5% |