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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 | $17,928 | $52,884-66.1% | $84,753-78.8% | $55,167-67.5% |
| Participation rate | 91.3% | 67.5%+23.8pp | 76.6%+14.8pp | 69.0%+22.4pp |
| Annual return | 31.22% | 18.03%+13.2pp | 22.78%+8.4pp | 169.23%-138.0pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,383 | $2,644+28.0% | $3,712-8.9% | $3,054+10.8% |
| Admin fee / account holder | $3,646 | $581+527.9% | $5,333-31.6% | $504+623.6% |