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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 | $100,194-68.9% | $122,979-74.6% | $86,983-64.1% |
| Participation rate | 92.1% | 73.0%+19.2pp | 77.2%+14.9pp | 69.5%+22.6pp |
| Annual return | 22.56% | 16.47%+6.1pp | 20.12%+2.4pp | 25.83%-3.3pp |
| Employer contribution / active EE | $8 | $2,326-99.6% | $3,062-99.7% | $2,584-99.7% |
| Participant deferral / active EE | $9,707 | $4,133+134.8% | $5,003+94.0% | $4,194+131.5% |
| Admin fee / account holder | $5,341 | $10,148-47.4% | $12,864-58.5% | $7,856-32.0% |