Filed October 21, 2025
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Participant 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 | $110,142 | $131,835-16.5% | $108,582+1.4% | $273,972-59.8% |
| Participation rate | 90.5% | 83.5%+7.0pp | 79.6%+10.9pp | 83.0%+7.5pp |
| Annual return | 4.04% | -91.57%+95.6pp | -51.70%+55.7pp | 41.46%-37.4pp |
| Employer contribution / active EE | $6,787 | $4,913+38.2% | $3,758+80.6% | $4,869+39.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,276 | $10,253-77.8% | $7,645-70.2% | $10,133-77.5% |