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 | $253,313 | $72,027+251.7% | $185,861+36.3% | $79,856+217.2% |
| Participation rate | 84.6% | 65.8%+18.8pp | 78.0%+6.6pp | 69.6%+15.0pp |
| Annual return | 35.53% | 23.13%+12.4pp | 35.96%-0.4pp | 31.71%+3.8pp |
| Employer contribution / active EE | $111 | $1,965-94.3% | $4,088-97.3% | $2,471-95.5% |
| Participant deferral / active EE | $10,240 | $3,780+170.9% | $5,634+81.8% | $3,741+173.7% |
| Admin fee / account holder | $22,842 | $4,513+406.1% | $9,503+140.4% | $5,306+330.5% |