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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 | $11,915 | $82,674-85.6% | $125,363-90.5% | $68,495-82.6% |
| Participation rate | 90.6% | 75.0%+15.5pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -5.77% | -5.97%+0.2pp | 572.15%-577.9pp | -7.84%+2.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,947 | $6,111+13.7% | $7,447-6.7% | $4,028+72.5% |
| Admin fee / account holder | $1,238 | $6,276-80.3% | $10,005-87.6% | $5,403-77.1% |