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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 | $20,136 | $66,813-69.9% | $100,528-80.0% | $73,493-72.6% |
| Participation rate | 87.2% | 77.5%+9.7pp | 79.4%+7.7pp | 70.7%+16.5pp |
| Annual return | 68.36% | 25.70%+42.7pp | 30.90%+37.5pp | 28.51%+39.8pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,419-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,944 | $5,883+35.0% | $6,271+26.7% | $3,740+112.4% |
| Admin fee / account holder | $1,937 | $512+278.2% | $8,084-76.0% | $513+277.5% |