Filed October 31, 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 | $67,468 | $123,793-45.5% | $177,827-62.1% | $79,858-15.5% |
| Participation rate | 83.1% | 84.7%-1.6pp | 87.7%-4.6pp | 69.6%+13.5pp |
| Annual return | 10.54% | 22.82%-12.3pp | 48.32%-37.8pp | 31.72%-21.2pp |
| Employer contribution / active EE | $1,426 | $4,095-65.2% | $5,918-75.9% | $2,471-42.3% |
| Participant deferral / active EE | $5,057 | $5,956-15.1% | $7,713-34.4% | $3,740+35.2% |
| Admin fee / account holder | $13,594 | $7,243+87.7% | $12,429+9.4% | $5,306+156.2% |