Filed September 8, 2025
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,003 | $184,000-77.7% | $162,185-74.7% | $152,909-73.2% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.5%+7.5pp |
| Annual return | 8.33% | 150.80%-142.5pp | 115.61%-107.3pp | 345.46%-337.1pp |
| Employer contribution / active EE | $2,362 | $6,370-62.9% | $5,613-57.9% | $4,764-50.4% |
| Participant deferral / active EE | $2,873 | $8,033-64.2% | $7,297-60.6% | $5,851-50.9% |
| Admin fee / account holder | $13,630 | $13,124+3.9% | $10,844+25.7% | $11,601+17.5% |