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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 | $39,049 | $138,385-71.8% | $184,243-78.8% | $80,925-51.7% |
| Participation rate | 89.0% | 83.9%+5.1pp | 86.8%+2.2pp | 67.7%+21.4pp |
| Annual return | 16.42% | 20.02%-3.6pp | 28.82%-12.4pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,710 | $7,075+9.0% | $9,132-15.6% | $4,299+79.4% |
| Admin fee / account holder | $2,910 | $10,489-72.3% | $13,914-79.1% | $6,940-58.1% |