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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 | $23,052 | $106,524-78.4% | $152,301-84.9% | $87,485-73.7% |
| Participation rate | 86.0% | 75.8%+10.3pp | 82.4%+3.6pp | 68.9%+17.1pp |
| Annual return | 33.58% | 26.89%+6.7pp | 80.50%-46.9pp | 26.06%+7.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,161 | $6,525-5.6% | $8,004-23.0% | $4,274+44.2% |
| Admin fee / account holder | $4,607 | $8,287-44.4% | $14,398-68.0% | $7,775-40.7% |