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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 | $18,778 | $82,879-77.3% | $96,576-80.6% | $67,986-72.4% |
| Participation rate | 88.4% | 75.2%+13.2pp | 81.4%+7.0pp | 57.2%+31.2pp |
| Annual return | 36.45% | 36.90%-0.5pp | 38.47%-2.0pp | 31.67%+4.8pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,560 | $6,976-6.0% | $7,956-17.6% | $3,358+95.3% |
| Admin fee / account holder | $2,333 | $2,783-16.2% | $11,381-79.5% | $3,203-27.2% |