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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 | $107,421-78.5% | $182,262-87.4% | $94,015-75.5% |
| Participation rate | 86.0% | 77.8%+8.2pp | 84.2%+1.8pp | 70.8%+15.2pp |
| Annual return | 33.58% | 21.32%+12.3pp | 140.60%-107.0pp | 17.84%+15.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,161 | $6,558-6.1% | $8,276-25.6% | $4,249+45.0% |
| Admin fee / account holder | $4,607 | $8,692-47.0% | $16,712-72.4% | $8,951-48.5% |