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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 | $7,914 | $64,705-87.8% | $62,929-87.4% | $67,986-88.4% |
| Participation rate | 97.0% | 65.6%+31.4pp | 73.1%+23.9pp | 57.2%+39.8pp |
| Annual return | 20.21% | 20.31%-0.1pp | 1063.93%-1043.7pp | 31.67%-11.5pp |
| Employer contribution / active EE | $15 | $2,376-99.4% | $2,505-99.4% | $2,019-99.3% |
| Participant deferral / active EE | $2,368 | $3,198-25.9% | $3,888-39.1% | $3,358-29.5% |
| Admin fee / account holder | $457 | $1,428-68.0% | $5,065-91.0% | $3,203-85.7% |