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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 | $18,681 | $89,652-79.2% | $141,191-86.8% | $65,185-71.3% |
| Participation rate | 90.3% | 74.7%+15.6pp | 82.5%+7.8pp | 70.2%+20.1pp |
| Annual return | 51.18% | 32.79%+18.4pp | 71.41%-20.2pp | 29.38%+21.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,736 | $5,691+71.1% | $6,710+45.1% | $3,514+177.1% |
| Admin fee / account holder | $2,042 | $569+259.1% | $10,264-80.1% | $847+141.0% |