Filed November 19, 2025
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Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,469 | $184,000-67.1% | $162,185-62.7% | $152,909-60.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.59% | 150.80%-139.2pp | 115.61%-104.0pp | 345.46%-333.9pp |
| Employer contribution / active EE | $7,868 | $6,370+23.5% | $5,613+40.2% | $4,764+65.2% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $120,668 | $13,124+819.4% | $10,844+1012.8% | $11,601+940.2% |