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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 | $90,107-82.8% | $182,262-91.5% | $69,733-77.7% |
| Participation rate | 74.0% | 64.8%+9.2pp | 84.2%-10.2pp | 62.5%+11.6pp |
| Annual return | 15.31% | 95.58%-80.3pp | 140.60%-125.3pp | 15.22%+0.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $5,046-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $2,004 | $5,135-61.0% | $8,276-75.8% | $3,054-34.4% |
| Admin fee / account holder | $3,023 | $3,377-10.5% | $16,712-81.9% | $3,102-2.6% |