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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 | $143,969-83.9% | $199,883-88.4% | $82,637-72.0% |
| Participation rate | 92.9% | 84.1%+8.8pp | 86.8%+6.2pp | 68.1%+24.9pp |
| Annual return | 13.66% | 25.67%-12.0pp | 43.81%-30.2pp | 53.51%-39.8pp |
| Employer contribution / active EE | $652 | $4,632-85.9% | $6,261-89.6% | $2,552-74.4% |
| Participant deferral / active EE | $4,272 | $6,937-38.4% | $9,138-53.3% | $4,126+3.5% |
| Admin fee / account holder | $677 | $14,597-95.4% | $17,268-96.1% | $7,339-90.8% |