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.)
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 | $11,367 | $65,367-82.6% | $92,915-87.8% | $72,976-84.4% |
| Participation rate | 94.0% | 68.3%+25.7pp | 76.0%+18.0pp | 69.5%+24.5pp |
| Annual return | 27.59% | 42.11%-14.5pp | 109.45%-81.9pp | 81.02%-53.4pp |
| Employer contribution / active EE | $580 | $2,594-77.6% | $3,653-84.1% | $2,440-76.2% |
| Participant deferral / active EE | $3,008 | $3,128-3.9% | $4,238-29.0% | $3,608-16.6% |
| Admin fee / account holder | $316 | $4,251-92.6% | $5,796-94.6% | $5,124-93.8% |