Filed July 29, 2025
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Employer 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.)
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 | $36,336 | $109,359-66.8% | $162,177-77.6% | $72,975-50.2% |
| Participation rate | 82.5% | 84.3%-1.7pp | 87.6%-5.0pp | 69.5%+13.1pp |
| Annual return | 24.62% | 25.46%-0.8pp | 115.60%-91.0pp | 81.01%-56.4pp |
| Employer contribution / active EE | $847 | $3,907-78.3% | $5,613-84.9% | $2,440-65.3% |
| Participant deferral / active EE | $3,253 | $5,481-40.6% | $7,297-55.4% | $3,608-9.8% |
| Admin fee / account holder | $4,818 | $7,972-39.6% | $10,843-55.6% | $5,124-6.0% |