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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,668 | $33,067-95.0% | $76,523-97.8% | $56,287-97.0% |
| Participation rate | 84.4% | 55.4%+29.0pp | 68.0%+16.4pp | 69.9%+14.6pp |
| Annual return | -19.98% | 2.72%-22.7pp | -0.27%-19.7pp | -9.96%-10.0pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,237 | $2,240-44.8% | $3,835-67.8% | $3,350-63.1% |
| Admin fee / account holder | $336 | $537-37.4% | $4,848-93.1% | $521-35.4% |