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 | $41,358 | $153,769-73.1% | $133,975-69.1% | $273,972-84.9% |
| Participation rate | 70.6% | 88.4%-17.8pp | 87.1%-16.5pp | 83.0%-12.4pp |
| Annual return | 5.55% | 36.51%-31.0pp | 29.29%-23.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,129 | $6,029-81.3% | $5,211-78.3% | $4,869-76.8% |
| Participant deferral / active EE | $3,059 | $6,958-56.0% | $6,282-51.3% | $5,287-42.1% |
| Admin fee / account holder | $2,100 | $11,765-82.2% | $9,324-77.5% | $10,133-79.3% |