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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 | $9,133 | $72,620-87.4% | $90,756-89.9% | $66,930-86.4% |
| Participation rate | 83.8% | 73.7%+10.1pp | 75.7%+8.1pp | 69.8%+14.0pp |
| Annual return | 304.63% | -12.28%+316.9pp | -12.16%+316.8pp | 1.57%+303.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,428 | $3,979+86.7% | $4,565+62.7% | $4,238+75.3% |
| Admin fee / account holder | $480 | $707-32.1% | $8,445-94.3% | $593-19.1% |