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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 | $13,146 | $76,551-82.8% | $123,894-89.4% | $62,881-79.1% |
| Participation rate | 84.2% | 73.0%+11.2pp | 81.4%+2.8pp | 69.3%+14.9pp |
| Annual return | 31.70% | 18.68%+13.0pp | 47.52%-15.8pp | 20.14%+11.6pp |
| Employer contribution / active EE | $318 | $2,882-89.0% | $4,617-93.1% | $2,281-86.1% |
| Participant deferral / active EE | $3,082 | $4,840-36.3% | $5,984-48.5% | $3,203-3.8% |
| Admin fee / account holder | $393 | $4,826-91.9% | $8,357-95.3% | $4,296-90.9% |