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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 | $9,935 | $73,638-86.5% | $108,405-90.8% | $79,391-87.5% |
| Participation rate | 86.4% | 77.4%+9.0pp | 80.1%+6.3pp | 70.7%+15.7pp |
| Annual return | 63.92% | 33.27%+30.7pp | 905.55%-841.6pp | 116.88%-53.0pp |
| Employer contribution / active EE | $2 | $2,397-99.9% | $3,559-99.9% | $2,428-99.9% |
| Participant deferral / active EE | $4,224 | $6,218-32.1% | $6,563-35.6% | $4,046+4.4% |
| Admin fee / account holder | $2,375 | $638+272.1% | $7,297-67.5% | $627+279.0% |