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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 | $25,445 | $71,106-64.2% | $121,871-79.1% | $69,733-63.5% |
| Participation rate | 87.1% | 62.8%+24.3pp | 73.2%+13.9pp | 62.5%+24.7pp |
| Annual return | 20.71% | 15.43%+5.3pp | 13.57%+7.1pp | 15.22%+5.5pp |
| Employer contribution / active EE | $3 | $2,556-99.9% | $2,731-99.9% | $2,250-99.8% |
| Participant deferral / active EE | $4,413 | $2,765+59.6% | $4,318+2.2% | $3,054+44.5% |
| Admin fee / account holder | $2,338 | $2,128+9.8% | $11,551-79.8% | $3,102-24.6% |