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 | $39,543 | $123,793-68.1% | $177,840-77.8% | $79,852-50.5% |
| Participation rate | 85.9% | 84.7%+1.3pp | 87.7%-1.8pp | 69.6%+16.3pp |
| Annual return | 14.43% | 22.82%-8.4pp | 48.32%-33.9pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,158 | $4,095-71.7% | $5,919-80.4% | $2,471-53.1% |
| Participant deferral / active EE | $3,058 | $5,956-48.7% | $7,714-60.4% | $3,740-18.2% |
| Admin fee / account holder | $745 | $7,243-89.7% | $12,431-94.0% | $5,306-86.0% |