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 | $42,660 | $87,834-51.4% | $133,975-68.2% | $62,881-32.2% |
| Participation rate | 89.6% | 83.4%+6.2pp | 87.1%+2.5pp | 69.3%+20.3pp |
| Annual return | 7.94% | 12.05%-4.1pp | 29.29%-21.4pp | 20.14%-12.2pp |
| Employer contribution / active EE | $972 | $3,482-72.1% | $5,211-81.3% | $2,281-57.4% |
| Participant deferral / active EE | $3,057 | $4,812-36.5% | $6,282-51.3% | $3,203-4.5% |
| Admin fee / account holder | $3,072 | $5,372-42.8% | $9,324-67.1% | $4,296-28.5% |