Filed October 27, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,693 | $51,708-63.8% | $106,619-82.5% | $62,881-70.3% |
| Participation rate | 97.8% | 66.9%+31.0pp | 78.0%+19.8pp | 69.3%+28.5pp |
| Annual return | 12.23% | 4.69%+7.5pp | 9.42%+2.8pp | 20.14%-7.9pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $363 | $3,349-89.1% | $6,418-94.3% | $4,296-91.5% |