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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 | $15,138 | $83,369-81.8% | $105,223-85.6% | $67,986-77.7% |
| Participation rate | 84.5% | 56.3%+28.2pp | 75.0%+9.4pp | 57.2%+27.3pp |
| Annual return | 59.03% | 24.64%+34.4pp | 180.65%-121.6pp | 31.67%+27.4pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,025 | $3,295+82.9% | $5,072+18.8% | $3,358+79.4% |
| Admin fee / account holder | $3,049 | $4,073-25.1% | $8,859-65.6% | $3,203-4.8% |