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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 | $80,674-81.2% | $119,126-87.3% | $64,340-76.5% |
| Participation rate | 84.5% | 55.2%+29.3pp | 75.8%+8.7pp | 55.2%+29.2pp |
| Annual return | 59.03% | 26.86%+32.2pp | 282.11%-223.1pp | 24.14%+34.9pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $6,025 | $3,053+97.3% | $5,318+13.3% | $2,980+102.2% |
| Admin fee / account holder | $3,049 | $4,559-33.1% | $10,693-71.5% | $3,703-17.6% |