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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 | $8,403 | $44,714-81.2% | $91,225-90.8% | $66,930-87.4% |
| Participation rate | 94.3% | 65.0%+29.3pp | 73.2%+21.1pp | 69.8%+24.5pp |
| Annual return | -6.09% | -12.25%+6.2pp | 114.10%-120.2pp | 1.57%-7.7pp |
| Employer contribution / active EE | $0 | $1,710-100.0% | $2,851-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,966 | $3,355+77.8% | $4,234+40.9% | $4,238+40.8% |
| Admin fee / account holder | $341 | $521-34.6% | $5,422-93.7% | $593-42.6% |