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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 | $16,261 | $101,539-84.0% | $147,041-88.9% | $74,400-78.1% |
| Participation rate | 92.8% | 75.5%+17.3pp | 82.2%+10.6pp | 67.2%+25.6pp |
| Annual return | 23.86% | 8740.84%-8717.0pp | 419.21%-395.3pp | 1367.51%-1343.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,635 | $7,304-22.9% | $8,071-30.2% | $4,348+29.6% |
| Admin fee / account holder | $1,530 | $1,749-12.5% | $13,006-88.2% | $1,944-21.3% |