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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,318 | $76,551-81.3% | $123,894-88.4% | $62,881-77.2% |
| Participation rate | 99.0% | 73.0%+26.0pp | 81.4%+17.5pp | 69.3%+29.7pp |
| Annual return | 4.14% | 18.68%-14.5pp | 47.52%-43.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $8 | $2,882-99.7% | $4,617-99.8% | $2,281-99.6% |
| Participant deferral / active EE | $3,338 | $4,840-31.0% | $5,984-44.2% | $3,203+4.2% |
| Admin fee / account holder | $1,076 | $4,826-77.7% | $8,357-87.1% | $4,296-75.0% |