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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 | $16,892 | $82,674-79.6% | $125,363-86.5% | $68,495-75.3% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | 8.69% | -5.97%+14.7pp | 572.15%-563.5pp | -7.84%+16.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,894 | $6,111+94.6% | $7,447+59.7% | $4,028+195.3% |
| Admin fee / account holder | $2,087 | $6,276-66.7% | $10,005-79.1% | $5,403-61.4% |