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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,305 | $87,834-14.3% | $133,975-43.8% | $62,881+19.8% |
| Participation rate | 93.3% | 83.4%+10.0pp | 87.1%+6.3pp | 69.3%+24.0pp |
| Annual return | 4.58% | 12.05%-7.5pp | 29.29%-24.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $823 | $3,482-76.4% | $5,211-84.2% | $2,281-63.9% |
| Participant deferral / active EE | $3,100 | $4,812-35.6% | $6,282-50.6% | $3,203-3.2% |
| Admin fee / account holder | $2,364 | $5,372-56.0% | $9,324-74.6% | $4,296-45.0% |