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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,199 | $82,674-81.6% | $125,363-87.9% | $68,495-77.8% |
| Participation rate | 95.8% | 75.0%+20.7pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -20.41% | -5.97%-14.4pp | 572.15%-592.6pp | -7.84%-12.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,581 | $6,111+40.4% | $7,447+15.2% | $4,028+113.1% |
| Admin fee / account holder | $562 | $6,276-91.1% | $10,005-94.4% | $5,403-89.6% |