Filed June 26, 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 | $53,874 | $81,358-33.8% | $155,556-65.4% | $80,959-33.5% |
| Participation rate | 98.7% | 66.3%+32.4pp | 78.2%+20.5pp | 67.7%+31.0pp |
| Annual return | 7.52% | 33.39%-25.9pp | 64.84%-57.3pp | 35.67%-28.1pp |
| Employer contribution / active EE | $7,610 | $3,106+145.0% | $4,675+62.8% | $2,757+176.0% |
| Participant deferral / active EE | $8,098 | $3,455+134.4% | $5,631+43.8% | $4,300+88.3% |
| Admin fee / account holder | $18,945 | $7,994+137.0% | $15,885+19.3% | $6,925+173.6% |