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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 | $106,864-78.4% | $147,318-84.4% | $82,637-72.1% |
| Participation rate | 86.0% | 75.5%+10.5pp | 82.1%+4.0pp | 68.1%+18.0pp |
| Annual return | 33.58% | 27.49%+6.1pp | 70.43%-36.8pp | 53.51%-19.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,161 | $6,496-5.2% | $7,906-22.1% | $4,126+49.3% |
| Admin fee / account holder | $4,607 | $8,415-45.3% | $13,708-66.4% | $7,339-37.2% |