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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,302 | $69,012+170.0% | $160,037+16.4% | $68,490+172.0% |
| Participation rate | 87.7% | 65.4%+22.3pp | 78.0%+9.7pp | 67.9%+19.8pp |
| Annual return | -24.34% | -9.65%-14.7pp | 408.95%-433.3pp | -7.85%-16.5pp |
| Employer contribution / active EE | $131 | $2,212-94.1% | $4,226-96.9% | $2,597-95.0% |
| Participant deferral / active EE | $10,851 | $4,212+157.6% | $6,184+75.5% | $4,028+169.4% |
| Admin fee / account holder | $19,878 | $4,798+314.3% | $8,716+128.1% | $5,403+267.9% |