Filed October 31, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,697 | $100,060-27.3% | $149,721-51.4% | $70,126+3.7% |
| Participation rate | 78.8% | 83.6%-4.8pp | 87.1%-8.3pp | 69.5%+9.2pp |
| Annual return | 11.67% | 27.46%-15.8pp | 1501.67%-1490.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $384 | $3,661-89.5% | $5,444-92.9% | $2,343-83.6% |
| Participant deferral / active EE | $3,577 | $4,982-28.2% | $6,568-45.5% | $3,332+7.4% |
| Admin fee / account holder | $2,018 | $8,285-75.6% | $11,282-82.1% | $4,645-56.6% |