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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 | $13,170 | $55,457-76.3% | $77,361-83.0% | $94,015-86.0% |
| Participation rate | 88.1% | 69.8%+18.3pp | 75.0%+13.1pp | 70.8%+17.3pp |
| Annual return | 40.67% | 15.57%+25.1pp | 1011.54%-970.9pp | 17.84%+22.8pp |
| Employer contribution / active EE | $11 | $2,255-99.5% | $2,990-99.6% | $2,790-99.6% |
| Participant deferral / active EE | $5,685 | $3,069+85.2% | $3,911+45.4% | $4,249+33.8% |
| Admin fee / account holder | $1,321 | $4,334-69.5% | $5,894-77.6% | $8,951-85.2% |