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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 | $13,512 | $61,214-77.9% | $83,322-83.8% | $56,287-76.0% |
| Participation rate | 83.4% | 72.6%+10.8pp | 77.8%+5.7pp | 69.9%+13.6pp |
| Annual return | 9.22% | 0.42%+8.8pp | 10.64%-1.4pp | -9.96%+19.2pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,021 | $5,091+37.9% | $5,565+26.2% | $3,350+109.6% |
| Admin fee / account holder | $715 | $512+39.7% | $7,540-90.5% | $521+37.2% |