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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 | $4,897 | $58,057-91.6% | $97,032-95.0% | $86,983-94.4% |
| Participation rate | 84.4% | 60.4%+24.0pp | 71.6%+12.8pp | 69.5%+14.8pp |
| Annual return | 23.97% | 22.26%+1.7pp | 35.38%-11.4pp | 25.83%-1.9pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,978 | $3,244-8.2% | $4,672-36.3% | $4,194-29.0% |
| Admin fee / account holder | $381 | $4,839-92.1% | $9,418-95.9% | $7,856-95.1% |