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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 | $2,243 | $46,697-95.2% | $117,529-98.1% | $68,490-96.7% |
| Participation rate | 88.5% | 56.8%+31.7pp | 70.6%+17.9pp | 67.9%+20.6pp |
| Annual return | -10.12% | -14.52%+4.4pp | 29.77%-39.9pp | -7.85%-2.3pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,635 | $2,637-38.0% | $4,072-59.9% | $4,028-59.4% |
| Admin fee / account holder | $819 | $4,023-79.6% | $5,645-85.5% | $5,403-84.8% |