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 | $83,777 | $100,060-16.3% | $149,721-44.0% | $70,126+19.5% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.1%+8.9pp | 69.5%+26.5pp |
| Annual return | 5.95% | 27.46%-21.5pp | 1501.67%-1495.7pp | 73.15%-67.2pp |
| Employer contribution / active EE | $896 | $3,661-75.5% | $5,444-83.5% | $2,343-61.7% |
| Participant deferral / active EE | $3,086 | $4,982-38.1% | $6,568-53.0% | $3,332-7.4% |
| Admin fee / account holder | $1,355 | $8,285-83.6% | $11,282-88.0% | $4,645-70.8% |