Filed August 29, 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 | $4,000 | $95,453-95.8% | $112,040-96.4% | $82,448-95.1% |
| Participation rate | 97.2% | 72.8%+24.5pp | 76.5%+20.7pp | 68.1%+29.2pp |
| Annual return | 0.00% | 23.92%-23.9pp | 24.52%-24.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $6,022 | $2,318+159.8% | $2,954+103.9% | $2,551+136.1% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,643 | $9,013-81.8% | $12,098-86.4% | $7,234-77.3% |