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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 | $4,177 | $87,060-95.2% | $105,591-96.0% | $80,911-94.8% |
| Participation rate | 79.3% | 70.4%+8.9pp | 75.3%+4.1pp | 67.6%+11.7pp |
| Annual return | 9.53% | 17.05%-7.5pp | 116.43%-106.9pp | 35.63%-26.1pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,113 | $3,986-47.0% | $5,008-57.8% | $4,297-50.8% |
| Admin fee / account holder | $477 | $8,442-94.3% | $11,024-95.7% | $6,935-93.1% |