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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 | $95,453-67.3% | $112,040-72.2% | $82,448-62.2% |
| Participation rate | 92.1% | 72.8%+19.4pp | 76.5%+15.6pp | 68.1%+24.1pp |
| Annual return | 22.56% | 23.92%-1.4pp | 24.52%-2.0pp | 41.64%-19.1pp |
| Employer contribution / active EE | $8 | $2,318-99.6% | $2,954-99.7% | $2,551-99.7% |
| Participant deferral / active EE | $9,707 | $4,224+129.8% | $5,098+90.4% | $4,139+134.5% |
| Admin fee / account holder | $5,341 | $9,013-40.7% | $12,098-55.9% | $7,234-26.2% |