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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 | $35,302 | $128,603-72.5% | $197,124-82.1% | $67,986-48.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 23.39% | 23.77%-0.4pp | 44.34%-21.0pp | 31.67%-8.3pp |
| Employer contribution / active EE | $1,320 | $4,379-69.9% | $6,227-78.8% | $2,019-34.6% |
| Participant deferral / active EE | $8,815 | $6,840+28.9% | $9,135-3.5% | $3,358+162.5% |
| Admin fee / account holder | $2,533 | $3,035-16.5% | $16,298-84.5% | $3,203-20.9% |