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 | $95,404-95.8% | $113,397-96.5% | $82,637-95.2% |
| Participation rate | 97.2% | 72.8%+24.4pp | 76.5%+20.7pp | 68.1%+29.2pp |
| Annual return | 0.00% | 19.08%-19.1pp | 23.20%-23.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $6,022 | $2,307+161.1% | $2,977+102.3% | $2,552+136.0% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,643 | $9,168-82.1% | $11,957-86.3% | $7,339-77.6% |