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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 | $74,538-74.8% | $92,805-79.8% | $65,306-71.2% |
| Participation rate | 88.4% | 76.3%+12.1pp | 83.5%+4.9pp | 57.7%+30.7pp |
| Annual return | 36.45% | 49.12%-12.7pp | 31.59%+4.9pp | 21.94%+14.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,424-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $6,560 | $5,971+9.9% | $8,448-22.3% | $2,959+121.7% |
| Admin fee / account holder | $2,333 | $2,966-21.4% | $10,911-78.6% | $3,480-33.0% |