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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 | $8,084 | $57,140-85.9% | $85,240-90.5% | $80,959-90.0% |
| Participation rate | 89.6% | 56.4%+33.1pp | 67.5%+22.0pp | 67.7%+21.9pp |
| Annual return | 11.71% | 21.71%-10.0pp | 66.75%-55.0pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,003 | $3,115-35.7% | $4,527-55.8% | $4,300-53.4% |
| Admin fee / account holder | $1,615 | $4,992-67.7% | $6,165-73.8% | $6,925-76.7% |