Filed November 19, 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 | $37,788 | $175,231-78.4% | $149,696-74.8% | $139,466-72.9% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 5.90% | 166.77%-160.9pp | 134.46%-128.6pp | 373.66%-367.8pp |
| Employer contribution / active EE | $4,361 | $5,478-20.4% | $4,821-9.5% | $4,754-8.3% |
| Participant deferral / active EE | $5,319 | $6,521-18.4% | $5,682-6.4% | $6,712-20.8% |
| Admin fee / account holder | $20,903 | $16,155+29.4% | $13,212+58.2% | $11,409+83.2% |