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 | $81,262-33.7% | $155,602-65.4% | $80,911-33.4% |
| Participation rate | 98.7% | 66.2%+32.4pp | 78.2%+20.5pp | 67.6%+31.0pp |
| Annual return | 7.52% | 33.34%-25.8pp | 64.81%-57.3pp | 35.63%-28.1pp |
| Employer contribution / active EE | $7,610 | $3,102+145.3% | $4,675+62.8% | $2,756+176.1% |
| Participant deferral / active EE | $8,098 | $3,451+134.6% | $5,629+43.9% | $4,297+88.5% |
| Admin fee / account holder | $18,945 | $7,992+137.1% | $15,923+19.0% | $6,935+173.2% |