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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 | $18,457 | $72,620-74.6% | $90,760-79.7% | $66,938-72.4% |
| Participation rate | 89.6% | 73.7%+15.9pp | 75.7%+13.9pp | 69.8%+19.8pp |
| Annual return | 21.85% | -12.28%+34.1pp | -12.16%+34.0pp | 1.58%+20.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,120 | $3,979+53.8% | $4,565+34.1% | $4,238+44.4% |
| Admin fee / account holder | $1,775 | $707+150.9% | $8,444-79.0% | $594+199.0% |