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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 | $83,002-77.4% | $98,090-80.9% | $64,097-70.7% |
| Participation rate | 88.4% | 75.0%+13.4pp | 81.5%+6.8pp | 55.2%+33.2pp |
| Annual return | 36.45% | 38.51%-2.1pp | 37.05%-0.6pp | 34.64%+1.8pp |
| Employer contribution / active EE | $0 | $2,749-100.0% | $3,606-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $6,560 | $6,787-3.3% | $7,845-16.4% | $3,080+113.0% |
| Admin fee / account holder | $2,333 | $3,015-22.6% | $11,815-80.3% | $3,454-32.5% |