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 | $46,800 | $184,000-74.6% | $162,185-71.1% | $152,909-69.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 13.96% | 150.80%-136.8pp | 115.61%-101.7pp | 345.46%-331.5pp |
| Employer contribution / active EE | $1,386 | $6,370-78.2% | $5,613-75.3% | $4,764-70.9% |
| Participant deferral / active EE | $3,672 | $8,033-54.3% | $7,297-49.7% | $5,851-37.3% |
| Admin fee / account holder | $2,381 | $13,124-81.9% | $10,844-78.0% | $11,601-79.5% |