Filed August 5, 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.
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 | $11,468 | $133,998-91.4% | $112,263-89.8% | $134,545-91.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.44% | 47.17%-71.6pp | 27.49%-51.9pp | 418.37%-442.8pp |
| Employer contribution / active EE | $5,322 | $4,040+31.7% | $3,636+46.4% | $4,742+12.3% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,032 | $7,493-86.2% | $6,410-83.9% | $11,431-91.0% |