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 | $56,115 | $109,359-48.7% | $162,177-65.4% | $72,975-23.1% |
| Participation rate | 72.1% | 84.3%-12.1pp | 87.6%-15.4pp | 69.5%+2.6pp |
| Annual return | 18.81% | 25.46%-6.7pp | 115.60%-96.8pp | 81.01%-62.2pp |
| Employer contribution / active EE | $1,790 | $3,907-54.2% | $5,613-68.1% | $2,440-26.6% |
| Participant deferral / active EE | $2,294 | $5,481-58.2% | $7,297-68.6% | $3,608-36.4% |
| Admin fee / account holder | $4,596 | $7,972-42.3% | $10,843-57.6% | $5,124-10.3% |