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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 | $17,816 | $80,753-77.9% | $136,298-86.9% | $62,293-71.4% |
| Participation rate | 89.6% | 73.5%+16.1pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 18.47% | 35.83%-17.4pp | 5156.27%-5137.8pp | 28.90%-10.4pp |
| Employer contribution / active EE | $151 | $2,884-94.8% | $4,696-96.8% | $2,042-92.6% |
| Participant deferral / active EE | $4,605 | $5,164-10.8% | $6,247-26.3% | $3,169+45.3% |
| Admin fee / account holder | $1,044 | $525+98.7% | $9,244-88.7% | $479+117.8% |