Filed October 2, 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 | $93,359 | $76,401+22.2% | $106,387-12.2% | $64,181+45.5% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.5%+14.9pp | 69.6%+22.7pp |
| Annual return | -7.87% | -2.19%-5.7pp | 0.25%-8.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,447 | $2,680+28.6% | $3,520-2.1% | $2,381+44.8% |
| Participant deferral / active EE | $2,952 | $4,274-30.9% | $5,421-45.5% | $3,470-14.9% |
| Admin fee / account holder | $16,084 | $4,610+248.9% | $7,510+114.2% | $4,887+229.1% |