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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 | $21,060 | $105,200-80.0% | $159,474-86.8% | $85,847-75.5% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.8%+9.4pp | 69.3%+22.9pp |
| Annual return | 31.18% | 45.08%-13.9pp | 263.68%-232.5pp | 318.61%-287.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,264 | $5,946+39.0% | $7,353+12.4% | $3,952+109.1% |
| Admin fee / account holder | $1,357 | $6,934-80.4% | $10,802-87.4% | $6,261-78.3% |