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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 | $88,360-77.2% | $145,433-86.1% | $67,986-70.4% |
| Participation rate | 84.6% | 65.5%+19.1pp | 82.1%+2.5pp | 57.2%+27.4pp |
| Annual return | 135.10% | 63.15%+72.0pp | 66.58%+68.5pp | 31.67%+103.4pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,898 | $5,932+16.3% | $7,897-12.7% | $3,358+105.4% |
| Admin fee / account holder | $935 | $3,313-71.8% | $13,129-92.9% | $3,203-70.8% |