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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 | $7,373 | $58,391-87.4% | $76,667-90.4% | $72,976-89.9% |
| Participation rate | 86.8% | 67.4%+19.4pp | 72.1%+14.7pp | 69.5%+17.3pp |
| Annual return | 45.85% | 2306.65%-2260.8pp | 1166.74%-1120.9pp | 81.02%-35.2pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,269 | $2,690-15.7% | $3,336-32.0% | $3,608-37.1% |
| Admin fee / account holder | $2,093 | $4,014-47.9% | $6,423-67.4% | $5,124-59.1% |