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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 | $90,170-83.2% | $150,734-90.0% | $69,733-78.3% |
| Participation rate | 84.5% | 60.2%+24.2pp | 78.4%+6.0pp | 62.5%+22.0pp |
| Annual return | 59.03% | 16.56%+42.5pp | 600.81%-541.8pp | 15.22%+43.8pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $4,918-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $6,025 | $3,086+95.2% | $5,610+7.4% | $3,054+97.3% |
| Admin fee / account holder | $3,049 | $4,600-33.7% | $14,905-79.5% | $3,102-1.7% |