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 | $183,968-77.7% | $162,166-74.7% | $152,870-73.2% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 8.33% | 150.77%-142.4pp | 115.59%-107.3pp | 345.34%-337.0pp |
| Employer contribution / active EE | $2,362 | $6,371-62.9% | $5,614-57.9% | $4,763-50.4% |
| Participant deferral / active EE | $2,873 | $8,034-64.2% | $7,298-60.6% | $5,850-50.9% |
| Admin fee / account holder | $13,630 | $13,121+3.9% | $10,842+25.7% | $11,597+17.5% |