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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 | $3,495 | $81,403-95.7% | $147,027-97.6% | $87,485-96.0% |
| Participation rate | 85.1% | 63.4%+21.7pp | 73.7%+11.4pp | 68.9%+16.2pp |
| Annual return | 21.77% | 16.51%+5.3pp | 20.23%+1.5pp | 26.06%-4.3pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,678 | $3,315-49.4% | $4,933-66.0% | $4,274-60.7% |
| Admin fee / account holder | $314 | $6,755-95.4% | $12,223-97.4% | $7,775-96.0% |