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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 | $5,958 | $46,599-87.2% | $64,101-90.7% | $75,173-92.1% |
| Participation rate | 96.8% | 65.9%+30.9pp | 72.3%+24.5pp | 67.2%+29.6pp |
| Annual return | 33.76% | 26.06%+7.7pp | 33.72%0pp | 160.72%-127.0pp |
| Employer contribution / active EE | $273 | $1,975-86.2% | $2,749-90.1% | $2,671-89.8% |
| Participant deferral / active EE | $4,344 | $2,837+53.1% | $3,881+11.9% | $4,126+5.3% |
| Admin fee / account holder | $328 | $2,956-88.9% | $3,070-89.3% | $5,651-94.2% |