Filed April 9, 2026
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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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $442,366 | $101,778+334.6% | $164,975+168.1% | $80,925+446.6% |
| Participation rate | 88.7% | 71.8%+16.9pp | 78.6%+10.1pp | 67.7%+21.1pp |
| Annual return | 16.63% | 16.73%-0.1pp | 70.12%-53.5pp | 35.65%-19.0pp |
| Employer contribution / active EE | $378 | $2,954-87.2% | $4,343-91.3% | $2,756-86.3% |
| Participant deferral / active EE | $8,622 | $4,477+92.6% | $6,033+42.9% | $4,299+100.6% |
| Admin fee / account holder | $3,281 | $8,221-60.1% | $12,688-74.1% | $6,940-52.7% |