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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 | $13,606 | $91,439-85.1% | $135,974-90.0% | $71,511-81.0% |
| Participation rate | 76.4% | 75.7%+0.7pp | 81.9%-5.6pp | 67.9%+8.4pp |
| Annual return | 30.53% | 29.90%+0.6pp | 68.30%-37.8pp | 28.86%+1.7pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $6,194 | $7,093-12.7% | $7,760-20.2% | $4,291+44.4% |
| Admin fee / account holder | $692 | $1,267-45.4% | $10,767-93.6% | $1,588-56.4% |