Filed July 11, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,166 | $56,640-57.3% | $78,002-69.0% | $55,167-56.2% |
| Participation rate | 77.5% | 73.3%+4.1pp | 75.5%+1.9pp | 69.0%+8.5pp |
| Annual return | 14.85% | 2868.48%-2853.6pp | 425.99%-411.1pp | 169.23%-154.4pp |
| Employer contribution / active EE | $1,712 | $1,724-0.6% | $2,470-30.7% | $1,963-12.7% |
| Participant deferral / active EE | $4,460 | $2,778+60.6% | $3,497+27.5% | $3,054+46.0% |
| Admin fee / account holder | $3,351 | $467+618.4% | $5,481-38.9% | $504+565.1% |