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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 | $6,650 | $60,795-89.1% | $69,464-90.4% | $65,185-89.8% |
| Participation rate | 91.7% | 74.9%+16.9pp | 74.6%+17.1pp | 70.2%+21.5pp |
| Annual return | 24.68% | 17.46%+7.2pp | 28.98%-4.3pp | 29.38%-4.7pp |
| Employer contribution / active EE | $558 | $2,452-77.2% | $2,779-79.9% | $2,177-74.3% |
| Participant deferral / active EE | $1,252 | $3,162-60.4% | $3,536-64.6% | $3,514-64.4% |
| Admin fee / account holder | $311 | $314-0.7% | $3,840-91.9% | $847-63.2% |