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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 | $4,826 | $63,949-92.5% | $129,031-96.3% | $94,015-94.9% |
| Participation rate | 85.2% | 63.4%+21.8pp | 73.4%+11.9pp | 70.8%+14.4pp |
| Annual return | 24.15% | 17.56%+6.6pp | 34.67%-10.5pp | 17.84%+6.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,100 | $3,686-43.0% | $5,217-59.8% | $4,249-50.6% |
| Admin fee / account holder | $590 | $5,523-89.3% | $13,208-95.5% | $8,951-93.4% |