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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 | $14,556 | $59,006-75.3% | $97,295-85.0% | $74,478-80.5% |
| Participation rate | 73.9% | 63.7%+10.2pp | 72.7%+1.3pp | 67.2%+6.7pp |
| Annual return | 13.36% | 16.04%-2.7pp | 75.62%-62.3pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $355 | $1,894-81.3% | $2,723-87.0% | $2,626-86.5% |
| Participant deferral / active EE | $2,172 | $3,671-40.8% | $4,264-49.1% | $4,350-50.1% |
| Admin fee / account holder | $1,547 | $1,974-21.6% | $5,646-72.6% | $1,946-20.5% |