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 | $82,100 | $94,529-13.1% | $140,019-41.4% | $64,173+27.9% |
| Participation rate | 96.2% | 84.1%+12.1pp | 87.5%+8.7pp | 69.6%+26.6pp |
| Annual return | -1.98% | 7.77%-9.8pp | 651.15%-653.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $832 | $3,812-78.2% | $5,605-85.2% | $2,381-65.1% |
| Participant deferral / active EE | $2,847 | $5,250-45.8% | $6,927-58.9% | $3,470-17.9% |
| Admin fee / account holder | $734 | $6,741-89.1% | $10,705-93.1% | $4,887-85.0% |