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 | $53,063-15.0% | $124,206-63.7% | $82,637-45.4% |
| Participation rate | 97.7% | 58.4%+39.3pp | 69.6%+28.1pp | 68.1%+29.7pp |
| Annual return | 16.06% | 68.87%-52.8pp | 515.27%-499.2pp | 53.51%-37.4pp |
| Employer contribution / active EE | $107 | $1,530-93.0% | $3,540-97.0% | $2,552-95.8% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $934 | $4,281-78.2% | $5,929-84.2% | $7,339-87.3% |