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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 | $7,074 | $80,674-91.2% | $119,126-94.1% | $64,340-89.0% |
| Participation rate | 82.7% | 55.2%+27.5pp | 75.8%+7.0pp | 55.2%+27.5pp |
| Annual return | 22.85% | 26.86%-4.0pp | 282.11%-259.3pp | 24.14%-1.3pp |
| Employer contribution / active EE | $526 | $2,564-79.5% | $4,034-87.0% | $1,862-71.8% |
| Participant deferral / active EE | $2,242 | $3,053-26.6% | $5,318-57.8% | $2,980-24.8% |
| Admin fee / account holder | $349 | $4,559-92.3% | $10,693-96.7% | $3,703-90.6% |