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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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,842 | $71,873-76.6% | $86,698-80.6% | $68,490-75.4% |
| Participation rate | 97.8% | 72.2%+25.6pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -1.67% | 3.54%-5.2pp | 35.96%-37.6pp | -7.85%+6.2pp |
| Employer contribution / active EE | $363 | $2,173-83.3% | $2,837-87.2% | $2,597-86.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $307 | $6,110-95.0% | $7,492-95.9% | $5,403-94.3% |