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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 | $14,189 | $102,385-86.1% | $147,080-90.4% | $80,935-82.5% |
| Participation rate | 96.9% | 75.9%+21.1pp | 82.2%+14.7pp | 67.7%+29.3pp |
| Annual return | 15.15% | 135.09%-119.9pp | 420.17%-405.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $696 | $3,717-81.3% | $4,933-85.9% | $2,757-74.7% |
| Participant deferral / active EE | $3,525 | $6,651-47.0% | $8,066-56.3% | $4,299-18.0% |
| Admin fee / account holder | $804 | $7,951-89.9% | $12,989-93.8% | $6,924-88.4% |