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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 | $6,606 | $75,962-91.3% | $154,111-95.7% | $64,173-89.7% |
| Participation rate | 90.5% | 70.4%+20.1pp | 83.0%+7.4pp | 69.6%+20.9pp |
| Annual return | -6.46% | 30.32%-36.8pp | 735.18%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $189 | $3,350-94.4% | $5,298-96.4% | $2,381-92.1% |
| Participant deferral / active EE | $1,925 | $3,175-39.4% | $5,081-62.1% | $3,470-44.5% |
| Admin fee / account holder | $1,675 | $5,589-70.0% | $13,411-87.5% | $4,887-65.7% |