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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,005 | $63,346-95.3% | $92,240-96.7% | $70,126-95.7% |
| Participation rate | 77.2% | 68.7%+8.5pp | 76.5%+0.7pp | 69.5%+7.6pp |
| Annual return | 5.10% | 530.19%-525.1pp | 176.29%-171.2pp | 73.15%-68.1pp |
| Employer contribution / active EE | $165 | $2,471-93.3% | $3,680-95.5% | $2,343-93.0% |
| Participant deferral / active EE | $1,804 | $2,854-36.8% | $3,897-53.7% | $3,332-45.9% |
| Admin fee / account holder | $496 | $3,841-87.1% | $5,194-90.5% | $4,645-89.3% |