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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,033 | $45,312-93.3% | $86,233-96.5% | $67,986-95.5% |
| Participation rate | 80.8% | 42.4%+38.4pp | 69.0%+11.8pp | 57.2%+23.6pp |
| Annual return | 6.97% | 24.79%-17.8pp | 61.39%-54.4pp | 31.67%-24.7pp |
| Employer contribution / active EE | $85 | $1,160-92.7% | $2,504-96.6% | $2,019-95.8% |
| Participant deferral / active EE | $510 | $2,185-76.7% | $4,559-88.8% | $3,358-84.8% |
| Admin fee / account holder | $1,905 | $3,295-42.2% | $8,342-77.2% | $3,203-40.5% |