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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 | $14,975 | $82,674-81.9% | $125,363-88.1% | $68,495-78.1% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | 24.38% | -5.97%+30.4pp | 572.15%-547.8pp | -7.84%+32.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,818 | $6,111+44.3% | $7,447+18.4% | $4,028+119.0% |
| Admin fee / account holder | $1,311 | $6,276-79.1% | $10,005-86.9% | $5,403-75.7% |