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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 | $9,474 | $56,047-83.1% | $98,716-90.4% | $79,634-88.1% |
| Participation rate | 70.6% | 54.6%+16.0pp | 69.3%+1.3pp | 62.5%+8.1pp |
| Annual return | 22.60% | 17.58%+5.0pp | 31.81%-9.2pp | 36.46%-13.9pp |
| Employer contribution / active EE | $0 | $1,237-100.0% | $2,279-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $2,543 | $2,469+3.0% | $4,048-37.2% | $3,835-33.7% |
| Admin fee / account holder | $1,252 | $1,512-17.2% | $8,703-85.6% | $1,002+25.0% |