Filed December 10, 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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,793 | $78,027+276.5% | $178,528+64.6% | $80,925+263.0% |
| Participation rate | 86.4% | 65.7%+20.7pp | 77.1%+9.3pp | 67.7%+18.7pp |
| Annual return | 24.96% | 18.09%+6.9pp | 27.11%-2.1pp | 35.65%-10.7pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,960 | $4,408+126.0% | $6,278+58.6% | $4,299+131.7% |
| Admin fee / account holder | $4,650 | $7,168-35.1% | $10,419-55.4% | $6,940-33.0% |