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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 | $20,155 | $75,058-73.1% | $152,301-86.8% | $64,340-68.7% |
| Participation rate | 84.6% | 60.9%+23.7pp | 82.4%+2.2pp | 55.2%+29.4pp |
| Annual return | 135.10% | 29.93%+105.2pp | 80.50%+54.6pp | 24.14%+111.0pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $6,898 | $5,041+36.8% | $8,004-13.8% | $2,980+131.4% |
| Admin fee / account holder | $935 | $4,050-76.9% | $14,398-93.5% | $3,703-74.8% |