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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 | $20,439 | $104,479-80.4% | $159,474-87.2% | $79,391-74.3% |
| Participation rate | 82.0% | 76.6%+5.3pp | 82.8%-0.9pp | 70.7%+11.2pp |
| Annual return | 110.79% | 67.98%+42.8pp | 263.68%-152.9pp | 116.88%-6.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $5,347 | $6,468-17.3% | $7,353-27.3% | $4,046+32.2% |
| Admin fee / account holder | $526 | $711-26.1% | $10,802-95.1% | $627-16.1% |