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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 | $30,972 | $101,672-69.5% | $147,117-78.9% | $74,478-58.4% |
| Participation rate | 84.8% | 75.5%+9.3pp | 82.2%+2.6pp | 67.2%+17.6pp |
| Annual return | 76.53% | 8757.83%-8681.3pp | 420.54%-344.0pp | 1370.56%-1294.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,782 | $7,305+20.2% | $8,065+8.9% | $4,350+101.9% |
| Admin fee / account holder | $376 | $1,753-78.6% | $12,993-97.1% | $1,946-80.7% |