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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 | $12,117 | $44,425-72.7% | $67,834-82.1% | $55,167-78.0% |
| Participation rate | 85.0% | 59.7%+25.3pp | 68.8%+16.2pp | 69.0%+16.0pp |
| Annual return | 82.25% | 17.80%+64.4pp | 138.47%-56.2pp | 169.23%-87.0pp |
| Employer contribution / active EE | $74 | $1,351-94.5% | $2,403-96.9% | $1,963-96.2% |
| Participant deferral / active EE | $4,902 | $2,166+126.3% | $3,160+55.1% | $3,054+60.5% |
| Admin fee / account holder | $388 | $530-26.9% | $4,622-91.6% | $504-23.1% |