Filed May 7, 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 | $85,168 | $110,083-22.6% | $151,639-43.8% | $68,486+24.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 9.21% | -10.12%+19.3pp | 3.34%+5.9pp | -7.85%+17.1pp |
| Employer contribution / active EE | $3,558 | $4,470-20.4% | $6,165-42.3% | $2,597+37.0% |
| Participant deferral / active EE | $2,743 | $6,526-58.0% | $8,363-67.2% | $4,028-31.9% |
| Admin fee / account holder | $15,782 | $7,718+104.5% | $11,613+35.9% | $5,404+192.1% |