Filed October 30, 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 | $24,675 | $105,284-76.6% | $150,734-83.6% | $94,015-73.8% |
| Participation rate | 97.5% | 71.7%+25.8pp | 78.4%+19.1pp | 70.8%+26.7pp |
| Annual return | 20.86% | 15.67%+5.2pp | 600.81%-579.9pp | 17.84%+3.0pp |
| Employer contribution / active EE | $3,064 | $3,599-14.8% | $4,918-37.7% | $2,790+9.8% |
| Participant deferral / active EE | $4,231 | $4,274-1.0% | $5,610-24.6% | $4,249-0.4% |
| Admin fee / account holder | $1,013 | $9,839-89.7% | $14,905-93.2% | $8,951-88.7% |