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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 | $87,465-62.4% | $122,979-73.2% | $65,306-49.6% |
| Participation rate | 86.1% | 66.0%+20.1pp | 77.2%+8.9pp | 57.7%+28.4pp |
| Annual return | 14.45% | 19.76%-5.3pp | 20.12%-5.7pp | 21.94%-7.5pp |
| Employer contribution / active EE | $521 | $2,156-75.8% | $3,062-83.0% | $1,967-73.5% |
| Participant deferral / active EE | $2,084 | $3,705-43.7% | $5,003-58.3% | $2,959-29.6% |
| Admin fee / account holder | $592 | $5,100-88.4% | $12,864-95.4% | $3,480-83.0% |