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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,063 | $138,393-73.2% | $184,256-79.9% | $80,959-54.2% |
| Participation rate | 98.9% | 83.9%+15.1pp | 86.8%+12.1pp | 67.7%+31.3pp |
| Annual return | 5.29% | 20.01%-14.7pp | 28.85%-23.6pp | 35.67%-30.4pp |
| Employer contribution / active EE | $1,292 | $4,847-73.3% | $6,427-79.9% | $2,757-53.1% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,046 | $10,489-90.0% | $13,899-92.5% | $6,925-84.9% |