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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 | $2,134 | $59,335-96.4% | $129,031-98.3% | $69,733-96.9% |
| Participation rate | 76.2% | 43.3%+32.9pp | 73.4%+2.9pp | 62.5%+13.8pp |
| Annual return | 20.87% | 19.52%+1.4pp | 34.67%-13.8pp | 15.22%+5.7pp |
| Employer contribution / active EE | $0 | $1,639-100.0% | $3,226-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,406 | $2,485-43.4% | $5,217-73.1% | $3,054-54.0% |
| Admin fee / account holder | $485 | $3,940-87.7% | $13,208-96.3% | $3,102-84.4% |