Filed August 19, 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 | $14,144 | $39,798-64.5% | $67,704-79.1% | $59,633-76.3% |
| Participation rate | 72.0% | 57.4%+14.6pp | 67.5%+4.5pp | 68.7%+3.3pp |
| Annual return | -0.24% | 89.94%-90.2pp | 25.41%-25.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,415 | $2,335+46.3% | $3,585-4.8% | $3,192+7.0% |
| Admin fee / account holder | $2,467 | $3,212-23.2% | $4,255-42.0% | $4,297-42.6% |