Filed September 5, 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 | $45,888 | $90,486-49.3% | $78,676-41.7% | $273,972-83.3% |
| Participation rate | 78.9% | 76.5%+2.4pp | 73.6%+5.4pp | 83.0%-4.1pp |
| Annual return | 0.32% | 75.62%-75.3pp | 62.19%-61.9pp | 41.46%-41.1pp |
| Employer contribution / active EE | $3,025 | $3,175-4.7% | $2,850+6.1% | $4,869-37.9% |
| Participant deferral / active EE | $3,978 | $3,901+2.0% | $3,517+13.1% | $5,287-24.8% |
| Admin fee / account holder | $12,190 | $5,263+131.6% | $4,510+170.3% | $10,133+20.3% |