Filed December 15, 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 | $3,194 | $202,345-98.4% | $172,755-98.2% | $152,885-97.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.15% | 1029.77%-1027.6pp | 802.94%-800.8pp | 345.39%-343.2pp |
| Employer contribution / active EE | $21,666 | $5,858+269.9% | $5,144+321.2% | $4,763+354.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $310,299 | $17,111+1713.5% | $13,955+2123.6% | $11,598+2575.4% |