Filed November 7, 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 | $43,367 | $45,050-3.7% | $63,018-31.2% | $70,126-38.2% |
| Participation rate | 83.2% | 69.5%+13.6pp | 74.8%+8.4pp | 69.5%+13.6pp |
| Annual return | 8.10% | 18.76%-10.7pp | 87.62%-79.5pp | 73.15%-65.1pp |
| Employer contribution / active EE | $611 | $2,052-70.2% | $2,761-77.9% | $2,343-73.9% |
| Participant deferral / active EE | $800 | $2,466-67.6% | $3,330-76.0% | $3,332-76.0% |
| Admin fee / account holder | $2,951 | $2,834+4.1% | $3,601-18.0% | $4,645-36.5% |