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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 | $101,653-84.0% | $147,080-88.9% | $74,459-78.2% |
| Participation rate | 92.8% | 75.6%+17.3pp | 82.2%+10.6pp | 67.2%+25.6pp |
| Annual return | 23.86% | 8754.98%-8731.1pp | 420.17%-396.3pp | 1369.70%-1345.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,635 | $7,304-22.9% | $8,066-30.1% | $4,350+29.5% |
| Admin fee / account holder | $1,530 | $1,752-12.6% | $12,989-88.2% | $1,945-21.3% |