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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 | $3,480 | $47,977-92.7% | $154,111-97.7% | $56,287-93.8% |
| Participation rate | 71.5% | 66.2%+5.4pp | 83.0%-11.5pp | 69.9%+1.7pp |
| Annual return | -21.31% | 3.54%-24.8pp | 735.18%-756.5pp | -9.96%-11.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,827 | $2,392-23.6% | $5,081-64.0% | $3,350-45.5% |
| Admin fee / account holder | $347 | $438-20.7% | $13,411-97.4% | $521-33.3% |