Filed October 2, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,827 | $184,000-89.8% | $162,185-88.4% | $152,909-87.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.89% | 150.80%-129.9pp | 115.61%-94.7pp | 345.46%-324.6pp |
| Employer contribution / active EE | $2,287 | $6,370-64.1% | $5,613-59.3% | $4,764-52.0% |
| Participant deferral / active EE | $2,840 | $8,033-64.6% | $7,297-61.1% | $5,851-51.5% |
| Admin fee / account holder | $1,933 | $13,124-85.3% | $10,844-82.2% | $11,601-83.3% |