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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 | $21,122 | $58,408-63.8% | $180,320-88.3% | $69,733-69.7% |
| Participation rate | 96.2% | 54.2%+41.9pp | 71.5%+24.6pp | 62.5%+33.7pp |
| Annual return | 34.68% | 15.02%+19.7pp | 778.54%-743.9pp | 15.22%+19.5pp |
| Employer contribution / active EE | $3 | $1,159-99.8% | $4,108-99.9% | $2,250-99.9% |
| Participant deferral / active EE | $5,566 | $2,723+104.4% | $4,304+29.3% | $3,054+82.2% |
| Admin fee / account holder | $2,784 | $4,205-33.8% | $10,000-72.2% | $3,102-10.3% |