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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 | $9,560 | $55,437-82.8% | $155,534-93.9% | $74,459-87.2% |
| Participation rate | 91.7% | 61.9%+29.8pp | 78.2%+13.5pp | 67.2%+24.5pp |
| Annual return | 30.71% | 269.58%-238.9pp | 64.92%-34.2pp | 1369.70%-1339.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,270 | $2,837-20.0% | $5,630-59.7% | $4,350-47.8% |
| Admin fee / account holder | $938 | $1,742-46.1% | $15,900-94.1% | $1,945-51.7% |