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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 | $3,090 | $76,407-96.0% | $150,298-97.9% | $82,448-96.3% |
| Participation rate | 82.9% | 66.4%+16.5pp | 77.8%+5.1pp | 68.1%+14.8pp |
| Annual return | 15.05% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $892 | $3,214-72.3% | $5,453-83.6% | $4,139-78.5% |
| Admin fee / account holder | $389 | $6,352-93.9% | $14,116-97.2% | $7,234-94.6% |