Filed July 29, 2025
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Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,433 | $138,393-65.0% | $184,256-73.7% | $80,959-40.2% |
| Participation rate | 82.1% | 83.9%-1.8pp | 86.8%-4.7pp | 67.7%+14.5pp |
| Annual return | 12.09% | 20.01%-7.9pp | 28.85%-16.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $784 | $4,847-83.8% | $6,427-87.8% | $2,757-71.5% |
| Participant deferral / active EE | $4,542 | $7,076-35.8% | $9,133-50.3% | $4,300+5.6% |
| Admin fee / account holder | $2,974 | $10,489-71.6% | $13,899-78.6% | $6,925-57.0% |