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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 | $10,946 | $74,089-85.2% | $133,975-91.8% | $55,167-80.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 34.95% | 12.11%+22.8pp | 29.29%+5.7pp | 169.23%-134.3pp |
| Employer contribution / active EE | $416 | $3,064-86.4% | $5,211-92.0% | $1,963-78.8% |
| Participant deferral / active EE | $4,198 | $4,678-10.3% | $6,282-33.2% | $3,054+37.5% |
| Admin fee / account holder | $511 | $458+11.6% | $9,324-94.5% | $504+1.4% |