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 | $78,965 | $110,083-28.3% | $151,639-47.9% | $68,486+15.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -6.70% | -10.12%+3.4pp | 3.34%-10.0pp | -7.85%+1.2pp |
| Employer contribution / active EE | $1,023 | $4,470-77.1% | $6,165-83.4% | $2,597-60.6% |
| Participant deferral / active EE | $3,878 | $6,526-40.6% | $8,363-53.6% | $4,028-3.7% |
| Admin fee / account holder | $1,303 | $7,718-83.1% | $11,613-88.8% | $5,404-75.9% |