Filed December 19, 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 | $45,126 | $52,353-13.8% | $120,225-62.5% | $82,448-45.3% |
| Participation rate | 97.7% | 58.3%+39.4pp | 69.6%+28.1pp | 68.1%+29.7pp |
| Annual return | 16.06% | 61.85%-45.8pp | 439.23%-423.2pp | 41.64%-25.6pp |
| Employer contribution / active EE | $107 | $1,510-92.9% | $3,475-96.9% | $2,551-95.8% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $934 | $4,363-78.6% | $5,696-83.6% | $7,234-87.1% |