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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 | $93,345-72.7% | $119,126-78.6% | $87,485-70.9% |
| Participation rate | 83.8% | 68.7%+15.0pp | 75.8%+8.0pp | 68.9%+14.8pp |
| Annual return | 14.35% | 19.08%-4.7pp | 282.11%-267.8pp | 26.06%-11.7pp |
| Employer contribution / active EE | $456 | $3,172-85.6% | $4,034-88.7% | $2,596-82.5% |
| Participant deferral / active EE | $2,967 | $4,099-27.6% | $5,318-44.2% | $4,274-30.6% |
| Admin fee / account holder | $829 | $8,039-89.7% | $10,693-92.2% | $7,775-89.3% |