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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,032 | $65,395+163.1% | $182,558-5.8% | $72,976+135.7% |
| Participation rate | 76.8% | 65.4%+11.3pp | 78.0%-1.2pp | 69.5%+7.3pp |
| Annual return | 26.63% | 27.68%-1.1pp | 148.59%-122.0pp | 81.02%-54.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,445 | $3,563+137.0% | $5,526+52.8% | $3,608+134.1% |
| Admin fee / account holder | $16,039 | $4,245+277.9% | $8,594+86.6% | $5,124+213.0% |