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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 | $5,049 | $71,230-92.9% | $93,727-94.6% | $80,959-93.8% |
| Participation rate | 77.9% | 60.4%+17.5pp | 68.7%+9.2pp | 67.7%+10.2pp |
| Annual return | 14.69% | 11.26%+3.4pp | 133.83%-119.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,196 | $4,037-45.6% | $4,417-50.3% | $4,300-48.9% |
| Admin fee / account holder | $324 | $6,961-95.3% | $8,292-96.1% | $6,925-95.3% |