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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 | $2,623 | $101,795-97.4% | $165,100-98.4% | $80,959-96.8% |
| Participation rate | 94.6% | 71.8%+22.8pp | 78.6%+16.0pp | 67.7%+27.0pp |
| Annual return | 17.09% | 16.73%+0.4pp | 70.21%-53.1pp | 35.67%-18.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,016 | $4,476-55.0% | $6,035-66.6% | $4,300-53.1% |
| Admin fee / account holder | $1,960 | $8,221-76.2% | $12,696-84.6% | $6,925-71.7% |