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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 | $21,605 | $56,640-61.9% | $78,002-72.3% | $55,167-60.8% |
| Participation rate | 83.5% | 73.3%+10.2pp | 75.5%+8.0pp | 69.0%+14.5pp |
| Annual return | 8.59% | 2868.48%-2859.9pp | 425.99%-417.4pp | 169.23%-160.6pp |
| Employer contribution / active EE | $321 | $1,724-81.4% | $2,470-87.0% | $1,963-83.7% |
| Participant deferral / active EE | $2,420 | $2,778-12.9% | $3,497-30.8% | $3,054-20.8% |
| Admin fee / account holder | $1,457 | $467+212.3% | $5,481-73.4% | $504+189.1% |