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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 | $19,406 | $76,642-74.7% | $146,866-86.8% | $65,306-70.3% |
| Participation rate | 79.4% | 61.2%+18.2pp | 82.5%-3.1pp | 57.7%+21.7pp |
| Annual return | 30.67% | 33.40%-2.7pp | 102.85%-72.2pp | 21.94%+8.7pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $4,256 | $4,864-12.5% | $7,759-45.1% | $2,959+43.8% |
| Admin fee / account holder | $1,752 | $3,960-55.8% | $13,620-87.1% | $3,480-49.6% |