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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 | $28,148 | $78,423-64.1% | $95,964-70.7% | $79,856-64.8% |
| Participation rate | 78.8% | 73.5%+5.3pp | 77.1%+1.7pp | 69.6%+9.1pp |
| Annual return | 12.10% | 19.37%-7.3pp | 91.64%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,638 | $3,440-23.3% | $4,167-36.7% | $3,741-29.5% |
| Admin fee / account holder | $921 | $5,622-83.6% | $6,797-86.4% | $5,306-82.6% |