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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 | $23,117 | $146,267-84.2% | $197,124-88.3% | $82,448-72.0% |
| Participation rate | 92.9% | 84.0%+8.9pp | 86.7%+6.2pp | 68.1%+24.9pp |
| Annual return | 13.66% | 29.61%-16.0pp | 44.34%-30.7pp | 41.64%-28.0pp |
| Employer contribution / active EE | $652 | $4,723-86.2% | $6,227-89.5% | $2,551-74.4% |
| Participant deferral / active EE | $4,272 | $7,035-39.3% | $9,135-53.2% | $4,139+3.2% |
| Admin fee / account holder | $677 | $14,422-95.3% | $16,298-95.8% | $7,234-90.6% |