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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 | $11,863 | $91,760-87.1% | $156,181-92.4% | $67,986-82.6% |
| Participation rate | 79.7% | 65.0%+14.7pp | 78.8%+0.9pp | 57.2%+22.5pp |
| Annual return | 37.24% | 18.14%+19.1pp | 64.87%-27.6pp | 31.67%+5.6pp |
| Employer contribution / active EE | $438 | $2,419-81.9% | $4,294-89.8% | $2,019-78.3% |
| Participant deferral / active EE | $3,444 | $3,960-13.0% | $6,132-43.8% | $3,358+2.6% |
| Admin fee / account holder | $687 | $3,949-82.6% | $14,586-95.3% | $3,203-78.6% |