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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 | $57,061-85.8% | $85,063-90.5% | $80,911-90.0% |
| Participation rate | 89.6% | 56.3%+33.2pp | 67.5%+22.0pp | 67.6%+21.9pp |
| Annual return | 11.71% | 21.66%-10.0pp | 66.54%-54.8pp | 35.63%-23.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,003 | $3,110-35.6% | $4,523-55.7% | $4,297-53.4% |
| Admin fee / account holder | $1,615 | $4,986-67.6% | $6,155-73.8% | $6,935-76.7% |