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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 | $8,278 | $93,589-91.2% | $135,942-93.9% | $75,181-89.0% |
| Participation rate | 88.5% | 75.2%+13.4pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 77.56% | 30.90%+46.7pp | 68.28%+9.3pp | 160.69%-83.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,995 | $6,405-6.4% | $7,759-22.7% | $4,126+45.3% |
| Admin fee / account holder | $1,547 | $6,977-77.8% | $10,764-85.6% | $5,650-72.6% |