Filed May 11, 2026 (most recent of 3 filings on file)
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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.)
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 | $31,014 | $87,834-64.7% | $133,975-76.9% | $62,881-50.7% |
| Participation rate | 93.3% | 83.4%+10.0pp | 87.1%+6.3pp | 69.3%+24.0pp |
| Annual return | 7.69% | 12.05%-4.4pp | 29.29%-21.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $931 | $3,482-73.3% | $5,211-82.1% | $2,281-59.2% |
| Participant deferral / active EE | $2,433 | $4,812-49.4% | $6,282-61.3% | $3,203-24.0% |
| Admin fee / account holder | $3,397 | $5,372-36.8% | $9,324-63.6% | $4,296-20.9% |