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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 | $31,186 | $97,550-68.0% | $120,344-74.1% | $87,485-64.4% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.7%+15.4pp | 68.9%+23.2pp |
| Annual return | 22.56% | 18.41%+4.1pp | 20.30%+2.3pp | 26.06%-3.5pp |
| Employer contribution / active EE | $8 | $2,291-99.6% | $3,020-99.7% | $2,596-99.7% |
| Participant deferral / active EE | $9,707 | $4,230+129.5% | $5,135+89.0% | $4,274+127.1% |
| Admin fee / account holder | $5,341 | $9,543-44.0% | $12,742-58.1% | $7,775-31.3% |