Filed October 2, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,476 | $160,059-90.3% | $140,019-88.9% | $135,380-88.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.06% | 911.48%-920.5pp | 651.17%-660.2pp | 519.81%-528.9pp |
| Employer contribution / active EE | $2,071 | $6,420-67.7% | $5,605-63.1% | $4,779-56.7% |
| Participant deferral / active EE | $5,060 | $7,641-33.8% | $6,927-26.9% | $5,609-9.8% |
| Admin fee / account holder | $800 | $13,328-94.0% | $10,705-92.5% | $10,828-92.6% |