Filed July 18, 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 | $20,508 | $75,832-73.0% | $147,617-86.1% | $59,633-65.6% |
| Participation rate | 87.1% | 71.6%+15.5pp | 84.6%+2.5pp | 68.7%+18.4pp |
| Annual return | 1.34% | 0.37%+1.0pp | 61.98%-60.6pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $328 | $3,485-90.6% | $5,564-94.1% | $2,203-85.1% |
| Participant deferral / active EE | $1,392 | $3,131-55.5% | $4,895-71.6% | $3,192-56.4% |
| Admin fee / account holder | $2,808 | $5,986-53.1% | $11,612-75.8% | $4,297-34.6% |