Filed June 17, 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 | $65,860 | $138,393-52.4% | $184,256-64.3% | $80,959-18.7% |
| Participation rate | 71.4% | 83.9%-12.5pp | 86.8%-15.4pp | 67.7%+3.8pp |
| Annual return | 13.02% | 20.01%-7.0pp | 28.85%-15.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,196 | $4,847-54.7% | $6,427-65.8% | $2,757-20.3% |
| Participant deferral / active EE | $2,772 | $7,076-60.8% | $9,133-69.6% | $4,300-35.5% |
| Admin fee / account holder | $897 | $10,489-91.4% | $13,899-93.5% | $6,925-87.0% |