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 | $50,725 | $94,529-46.3% | $140,019-63.8% | $64,173-21.0% |
| Participation rate | 71.9% | 84.1%-12.2pp | 87.5%-15.6pp | 69.6%+2.4pp |
| Annual return | -4.72% | 7.77%-12.5pp | 651.17%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,776 | $3,812-53.4% | $5,605-68.3% | $2,381-25.4% |
| Participant deferral / active EE | $2,381 | $5,250-54.7% | $6,927-65.6% | $3,470-31.4% |
| Admin fee / account holder | $4,351 | $6,741-35.5% | $10,705-59.4% | $4,887-11.0% |