Filed November 26, 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 | $67,215 | $82,028-18.1% | $123,105-45.4% | $59,633+12.7% |
| Participation rate | 96.9% | 83.2%+13.7pp | 86.8%+10.1pp | 68.7%+28.2pp |
| Annual return | -1.63% | 5.12%-6.8pp | 13.22%-14.9pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $747 | $3,297-77.3% | $5,151-85.5% | $2,203-66.1% |
| Participant deferral / active EE | $2,583 | $4,667-44.7% | $6,229-58.5% | $3,192-19.1% |
| Admin fee / account holder | $4,940 | $5,879-16.0% | $9,014-45.2% | $4,297+15.0% |