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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 | $10,896 | $58,655-81.4% | $91,994-88.2% | $65,185-83.3% |
| Participation rate | 84.7% | 75.3%+9.4pp | 78.6%+6.0pp | 70.2%+14.5pp |
| Annual return | 52.74% | 33.92%+18.8pp | 69.04%-16.3pp | 29.38%+23.4pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,923 | $5,474+8.2% | $5,9240% | $3,514+68.6% |
| Admin fee / account holder | $2,190 | $434+404.3% | $7,744-71.7% | $847+158.5% |