Filed May 19, 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 | $109,009 | $57,590+89.3% | $86,233+26.4% | $82,448+32.2% |
| Participation rate | 96.7% | 57.9%+38.8pp | 69.0%+27.6pp | 68.1%+28.6pp |
| Annual return | 0.00% | 22.41%-22.4pp | 61.39%-61.4pp | 41.64%-41.6pp |
| Employer contribution / active EE | $12,002 | $1,655+625.0% | $2,504+379.2% | $2,551+370.5% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,765 | $4,730+85.3% | $8,342+5.1% | $7,234+21.2% |