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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 | $95,904-87.6% | $173,730-93.2% | $64,340-81.6% |
| Participation rate | 79.7% | 60.6%+19.1pp | 79.6%+0.1pp | 55.2%+24.5pp |
| Annual return | 37.24% | 17.47%+19.8pp | 19.96%+17.3pp | 24.14%+13.1pp |
| Employer contribution / active EE | $438 | $2,323-81.1% | $4,577-90.4% | $1,862-76.5% |
| Participant deferral / active EE | $3,444 | $3,488-1.2% | $6,326-45.6% | $2,980+15.6% |
| Admin fee / account holder | $687 | $5,089-86.5% | $17,523-96.1% | $3,703-81.4% |