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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 | $20,257 | $84,493-76.0% | $125,381-83.8% | $66,938-69.7% |
| Participation rate | 92.1% | 76.4%+15.7pp | 82.4%+9.7pp | 69.8%+22.3pp |
| Annual return | -17.96% | -8.49%-9.5pp | 572.31%-590.3pp | 1.58%-19.5pp |
| Employer contribution / active EE | $335 | $3,554-90.6% | $4,815-93.0% | $2,545-86.8% |
| Participant deferral / active EE | $3,359 | $6,783-50.5% | $7,448-54.9% | $4,238-20.7% |
| Admin fee / account holder | $2,011 | $685+193.5% | $10,007-79.9% | $594+238.7% |