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 | $58,848+85.2% | $88,179+23.6% | $82,637+31.9% |
| Participation rate | 96.7% | 57.9%+38.8pp | 69.1%+27.5pp | 68.1%+28.6pp |
| Annual return | 0.00% | 22.76%-22.8pp | 64.97%-65.0pp | 53.51%-53.5pp |
| Employer contribution / active EE | $12,002 | $1,678+615.1% | $2,549+370.8% | $2,552+370.3% |
| Participant deferral / active EE | $0 | $3,124-100.0% | $4,614-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,765 | $4,795+82.8% | $7,673+14.2% | $7,339+19.4% |