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 | $36,955 | $137,414-73.1% | $189,537-80.5% | $85,847-57.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.40% | 38.14%-19.7pp | 555.34%-536.9pp | 318.61%-300.2pp |
| Employer contribution / active EE | $1,275 | $4,344-70.6% | $6,161-79.3% | $2,565-50.3% |
| Participant deferral / active EE | $3,850 | $6,260-38.5% | $8,220-53.2% | $3,952-2.6% |
| Admin fee / account holder | $3,578 | $8,630-58.5% | $12,048-70.3% | $6,261-42.8% |