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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 | $18,774 | $94,529-80.1% | $140,019-86.6% | $64,173-70.7% |
| Participation rate | 95.8% | 84.1%+11.7pp | 87.5%+8.3pp | 69.6%+26.3pp |
| Annual return | 20.23% | 7.77%+12.5pp | 651.17%-630.9pp | 7.63%+12.6pp |
| Employer contribution / active EE | $663 | $3,812-82.6% | $5,605-88.2% | $2,381-72.2% |
| Participant deferral / active EE | $5,994 | $5,250+14.2% | $6,927-13.5% | $3,470+72.8% |
| Admin fee / account holder | $561 | $6,741-91.7% | $10,705-94.8% | $4,887-88.5% |