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 | $77,164+280.7% | $178,014+65.0% | $80,874+263.3% |
| Participation rate | 86.4% | 65.7%+20.7pp | 77.1%+9.3pp | 67.6%+18.7pp |
| Annual return | 24.96% | 18.09%+6.9pp | 294.80%-269.8pp | 35.62%-10.7pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,960 | $4,408+126.0% | $6,276+58.7% | $4,297+131.8% |
| Admin fee / account holder | $4,650 | $7,164-35.1% | $10,362-55.1% | $6,935-33.0% |