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 | $101,798+334.6% | $165,071+168.0% | $80,935+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 | 70.17%-53.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $378 | $2,954-87.2% | $4,347-91.3% | $2,757-86.3% |
| Participant deferral / active EE | $8,622 | $4,476+92.6% | $6,035+42.9% | $4,299+100.5% |
| Admin fee / account holder | $3,281 | $8,221-60.1% | $12,695-74.2% | $6,924-52.6% |