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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 | $22,299 | $58,320-61.8% | $86,439-74.2% | $66,930-66.7% |
| Participation rate | 94.7% | 78.6%+16.1pp | 80.3%+14.4pp | 69.8%+24.9pp |
| Annual return | -3.04% | -9.71%+6.7pp | 4395.55%-4398.6pp | 1.57%-4.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $10,698 | $6,899+55.1% | $6,952+53.9% | $4,238+152.4% |
| Admin fee / account holder | $384 | $546-29.6% | $6,732-94.3% | $593-35.2% |