Filed December 29, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,198 | $57,350-85.7% | $83,850-90.2% | $64,181-87.2% |
| Participation rate | 92.9% | 68.6%+24.3pp | 76.1%+16.7pp | 69.6%+23.3pp |
| Annual return | -14.68% | 11.38%-26.1pp | 850.92%-865.6pp | 7.63%-22.3pp |
| Employer contribution / active EE | $142 | $2,545-94.4% | $3,631-96.1% | $2,381-94.0% |
| Participant deferral / active EE | $2,938 | $2,993-1.8% | $4,082-28.0% | $3,470-15.3% |
| Admin fee / account holder | $315 | $4,046-92.2% | $5,478-94.2% | $4,887-93.5% |