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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 | $25,644 | $104,479-75.5% | $159,474-83.9% | $79,391-67.7% |
| Participation rate | 95.2% | 76.6%+18.6pp | 82.8%+12.4pp | 70.7%+24.5pp |
| Annual return | 36.99% | 67.98%-31.0pp | 263.68%-226.7pp | 116.88%-79.9pp |
| Employer contribution / active EE | $1 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $7,973 | $6,468+23.3% | $7,353+8.4% | $4,046+97.1% |
| Admin fee / account holder | $1,412 | $711+98.6% | $10,802-86.9% | $627+125.4% |