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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 | $3,822 | $98,766-96.1% | $149,730-97.4% | $79,852-95.2% |
| Participation rate | 98.2% | 75.8%+22.5pp | 82.5%+15.8pp | 69.6%+28.6pp |
| Annual return | 13.55% | 27.43%-13.9pp | 276.70%-263.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,668 | $5,681-53.0% | $6,843-61.0% | $3,740-28.7% |
| Admin fee / account holder | $518 | $6,052-91.4% | $9,310-94.4% | $5,306-90.2% |