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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 | $106,749-78.4% | $145,433-84.1% | $82,448-72.0% |
| Participation rate | 86.0% | 75.6%+10.4pp | 82.1%+3.9pp | 68.1%+18.0pp |
| Annual return | 33.58% | 27.59%+6.0pp | 66.58%-33.0pp | 41.64%-8.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,161 | $6,519-5.5% | $7,897-22.0% | $4,139+48.8% |
| Admin fee / account holder | $4,607 | $8,390-45.1% | $13,129-64.9% | $7,234-36.3% |