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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 | $6,652 | $47,977-86.1% | $154,111-95.7% | $56,287-88.2% |
| Participation rate | 87.9% | 66.2%+21.7pp | 83.0%+4.8pp | 69.9%+18.0pp |
| Annual return | 7.33% | 3.54%+3.8pp | 735.18%-727.9pp | -9.96%+17.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $903 | $2,392-62.3% | $5,081-82.2% | $3,350-73.1% |
| Admin fee / account holder | $655 | $438+49.5% | $13,411-95.1% | $521+25.8% |