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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 | $127,689-83.7% | $146,866-85.8% | $65,191-68.1% |
| Participation rate | 82.9% | 68.4%+14.5pp | 82.5%+0.4pp | 63.0%+19.9pp |
| Annual return | 149.07% | 22.89%+126.2pp | 102.85%+46.2pp | 51.24%+97.8pp |
| Employer contribution / active EE | $6 | $4,150-99.9% | $4,425-99.9% | $2,400-99.8% |
| Participant deferral / active EE | $8,632 | $6,458+33.7% | $7,759+11.2% | $2,671+223.1% |
| Admin fee / account holder | $1,038 | $1,041-0.3% | $13,620-92.4% | $907+14.4% |