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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 | $20,819 | $105,248-80.2% | $147,318-85.9% | $71,012-70.7% |
| Participation rate | 82.9% | 66.1%+16.7pp | 82.1%+0.8pp | 58.6%+24.3pp |
| Annual return | 149.07% | 26.02%+123.1pp | 70.43%+78.6pp | 37.67%+111.4pp |
| Employer contribution / active EE | $6 | $3,785-99.8% | $4,593-99.9% | $2,348-99.8% |
| Participant deferral / active EE | $8,632 | $6,452+33.8% | $7,906+9.2% | $3,246+165.9% |
| Admin fee / account holder | $1,038 | $862+20.3% | $13,708-92.4% | $1,167-11.1% |