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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 | $25,470 | $105,284-75.8% | $150,734-83.1% | $94,015-72.9% |
| Participation rate | 83.8% | 71.7%+12.0pp | 78.4%+5.3pp | 70.8%+12.9pp |
| Annual return | 14.35% | 15.67%-1.3pp | 600.81%-586.5pp | 17.84%-3.5pp |
| Employer contribution / active EE | $456 | $3,599-87.3% | $4,918-90.7% | $2,790-83.7% |
| Participant deferral / active EE | $2,967 | $4,274-30.6% | $5,610-47.1% | $4,249-30.2% |
| Admin fee / account holder | $829 | $9,839-91.6% | $14,905-94.4% | $8,951-90.7% |