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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 | $7,985 | $55,423-85.6% | $155,602-94.9% | $74,400-89.3% |
| Participation rate | 76.9% | 61.9%+15.0pp | 78.2%-1.3pp | 67.2%+9.7pp |
| Annual return | 47.97% | 269.07%-221.1pp | 64.81%-16.8pp | 1367.51%-1319.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,020 | $2,835+6.5% | $5,629-46.4% | $4,348-30.6% |
| Admin fee / account holder | $829 | $1,744-52.5% | $15,923-94.8% | $1,944-57.4% |