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 | $243,976 | $70,684+245.2% | $169,397+44.0% | $75,177+224.5% |
| Participation rate | 89.8% | 64.8%+25.0pp | 77.2%+12.7pp | 67.2%+22.6pp |
| Annual return | 31.06% | 36.38%-5.3pp | 406.23%-375.2pp | 160.75%-129.7pp |
| Employer contribution / active EE | $314 | $2,211-85.8% | $4,013-92.2% | $2,671-88.2% |
| Participant deferral / active EE | $10,724 | $4,310+148.8% | $6,223+72.3% | $4,126+159.9% |
| Admin fee / account holder | $5,904 | $5,404+9.3% | $9,017-34.5% | $5,651+4.5% |