Filed July 31, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,044 | $60,349+62.5% | $74,184+32.2% | $62,881+55.9% |
| Participation rate | 95.6% | 72.7%+22.9pp | 76.6%+19.0pp | 69.3%+26.3pp |
| Annual return | 7.72% | 21.38%-13.7pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,099 | $1,680-34.6% | $2,370-53.6% | $2,281-51.8% |
| Participant deferral / active EE | $1,163 | $2,856-59.3% | $3,550-67.2% | $3,203-63.7% |
| Admin fee / account holder | $4,796 | $4,261+12.6% | $5,586-14.1% | $4,296+11.7% |