Filed December 18, 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 | $57,683 | $100,041-42.3% | $149,718-61.5% | $70,131-17.8% |
| Participation rate | 87.5% | 83.6%+3.9pp | 87.1%+0.4pp | 69.5%+18.0pp |
| Annual return | 19.56% | 27.43%-7.9pp | 1501.67%-1482.1pp | 73.14%-53.6pp |
| Employer contribution / active EE | $830 | $3,662-77.3% | $5,445-84.8% | $2,342-64.6% |
| Participant deferral / active EE | $2,902 | $4,983-41.7% | $6,569-55.8% | $3,332-12.9% |
| Admin fee / account holder | $5,903 | $8,286-28.8% | $11,283-47.7% | $4,645+27.1% |