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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 | $6,103 | $72,027-91.5% | $185,835-96.7% | $79,852-92.4% |
| Participation rate | 89.7% | 65.8%+24.0pp | 78.0%+11.7pp | 69.6%+20.1pp |
| Annual return | 15.34% | 23.13%-7.8pp | 35.96%-20.6pp | 31.72%-16.4pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,201 | $3,780-41.8% | $5,633-60.9% | $3,740-41.2% |
| Admin fee / account holder | $1,257 | $4,513-72.2% | $9,502-86.8% | $5,306-76.3% |