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 | $51,526 | $209,888-75.5% | $189,545-72.8% | $167,553-69.2% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 8.20% | 748.66%-740.5pp | 555.36%-547.2pp | 478.89%-470.7pp |
| Employer contribution / active EE | $2,164 | $6,915-68.7% | $6,162-64.9% | $4,840-55.3% |
| Participant deferral / active EE | $3,351 | $8,934-62.5% | $8,220-59.2% | $6,343-47.2% |
| Admin fee / account holder | $4,535 | $14,300-68.3% | $12,049-62.4% | $12,316-63.2% |