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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 | $15,516 | $75,058-79.3% | $152,301-89.8% | $64,340-75.9% |
| Participation rate | 74.0% | 60.9%+13.1pp | 82.4%-8.4pp | 55.2%+18.8pp |
| Annual return | 15.31% | 29.93%-14.6pp | 80.50%-65.2pp | 24.14%-8.8pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,004 | $5,041-60.2% | $8,004-75.0% | $2,980-32.7% |
| Admin fee / account holder | $3,023 | $4,050-25.4% | $14,398-79.0% | $3,703-18.4% |