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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 | $15,938 | $82,674-80.7% | $125,381-87.3% | $68,486-76.7% |
| Participation rate | 91.0% | 75.1%+16.0pp | 82.4%+8.6pp | 67.9%+23.1pp |
| Annual return | -16.75% | -5.97%-10.8pp | 572.31%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,211 | $6,111+67.1% | $7,448+37.1% | $4,028+153.5% |
| Admin fee / account holder | $5,319 | $6,277-15.3% | $10,007-46.8% | $5,404-1.6% |