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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,211 | $89,370-83.0% | $141,197-89.2% | $72,976-79.2% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 18.70% | 111.88%-93.2pp | 71.41%-52.7pp | 81.02%-62.3pp |
| Employer contribution / active EE | $549 | $3,115-82.4% | $4,736-88.4% | $2,440-77.5% |
| Participant deferral / active EE | $5,489 | $5,419+1.3% | $6,710-18.2% | $3,608+52.1% |
| Admin fee / account holder | $2,037 | $5,957-65.8% | $10,265-80.2% | $5,124-60.3% |