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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 | $9,833 | $89,652-89.0% | $141,191-93.0% | $65,185-84.9% |
| Participation rate | 85.0% | 74.7%+10.3pp | 82.5%+2.5pp | 70.2%+14.8pp |
| Annual return | 169.81% | 32.79%+137.0pp | 71.41%+98.4pp | 29.38%+140.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,388 | $5,691+29.8% | $6,710+10.1% | $3,514+110.2% |
| Admin fee / account holder | $1,201 | $569+111.3% | $10,264-88.3% | $847+41.8% |