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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 | $22,500 | $137,414-83.6% | $189,537-88.1% | $85,847-73.8% |
| Participation rate | 87.5% | 84.6%+2.9pp | 87.8%-0.3pp | 69.3%+18.2pp |
| Annual return | 27.03% | 38.14%-11.1pp | 555.34%-528.3pp | 318.61%-291.6pp |
| Employer contribution / active EE | $3 | $4,344-99.9% | $6,161-100.0% | $2,565-99.9% |
| Participant deferral / active EE | $8,286 | $6,260+32.4% | $8,220+0.8% | $3,952+109.7% |
| Admin fee / account holder | $2,762 | $8,630-68.0% | $12,048-77.1% | $6,261-55.9% |