Filed December 15, 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.
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 | $366 | $167,352-99.8% | $143,788-99.7% | $134,509-99.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -174.94% | 0.47%-175.4pp | -0.03%-174.9pp | 418.13%-593.1pp |
| Employer contribution / active EE | $39,000 | $5,620+594.0% | $4,952+687.6% | $4,741+722.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $36,083 | $18,091+99.5% | $14,675+145.9% | $11,427+215.8% |