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 | $154,347 | $78,423+96.8% | $95,964+60.8% | $79,856+93.3% |
| Participation rate | 97.4% | 73.5%+23.9pp | 77.1%+20.4pp | 69.6%+27.8pp |
| Annual return | 15.71% | 19.37%-3.7pp | 91.64%-75.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $3,846 | $1,945+97.7% | $2,541+51.3% | $2,471+55.6% |
| Participant deferral / active EE | $1,408 | $3,440-59.1% | $4,167-66.2% | $3,741-62.4% |
| Admin fee / account holder | $10,349 | $5,622+84.1% | $6,797+52.3% | $5,306+95.0% |