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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 | $32,903 | $85,515-61.5% | $112,040-70.6% | $67,986-51.6% |
| Participation rate | 86.1% | 68.2%+17.9pp | 76.5%+9.6pp | 57.2%+28.9pp |
| Annual return | 14.45% | 29.68%-15.2pp | 24.52%-10.1pp | 31.67%-17.2pp |
| Employer contribution / active EE | $521 | $2,191-76.2% | $2,954-82.4% | $2,019-74.2% |
| Participant deferral / active EE | $2,084 | $4,014-48.1% | $5,098-59.1% | $3,358-37.9% |
| Admin fee / account holder | $592 | $3,774-84.3% | $12,098-95.1% | $3,203-81.5% |