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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,129 | $46,697-89.0% | $117,533-95.6% | $68,486-92.5% |
| Participation rate | 93.5% | 56.8%+36.7pp | 70.6%+22.9pp | 67.9%+25.6pp |
| Annual return | -32.04% | -14.52%-17.5pp | 29.77%-61.8pp | -7.85%-24.2pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,479 | $2,637+183.6% | $4,072+83.7% | $4,028+85.7% |
| Admin fee / account holder | $659 | $4,023-83.6% | $5,647-88.3% | $5,404-87.8% |