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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 | $12,459 | $82,674-84.9% | $125,363-90.1% | $68,495-81.8% |
| Participation rate | 79.8% | 75.0%+4.7pp | 82.4%-2.6pp | 67.9%+11.9pp |
| Annual return | 7.40% | -5.97%+13.4pp | 572.15%-564.7pp | -7.84%+15.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,238 | $6,111+18.4% | $7,447-2.8% | $4,028+79.7% |
| Admin fee / account holder | $3,720 | $6,276-40.7% | $10,005-62.8% | $5,403-31.2% |