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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,719 | $53,128-93.0% | $86,582-95.7% | $70,126-94.7% |
| Participation rate | 87.0% | 65.3%+21.7pp | 73.5%+13.5pp | 69.5%+17.5pp |
| Annual return | 4.19% | 27.66%-23.5pp | 965.08%-960.9pp | 73.15%-69.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,605 | $2,695-40.4% | $3,609-55.5% | $3,332-51.8% |
| Admin fee / account holder | $830 | $3,584-76.8% | $4,904-83.1% | $4,645-82.1% |