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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 | $20,533 | $102,661-80.0% | $151,628-86.5% | $66,930-69.3% |
| Participation rate | 92.6% | 85.5%+7.1pp | 87.5%+5.1pp | 69.8%+22.8pp |
| Annual return | 30.17% | -10.81%+41.0pp | 3.34%+26.8pp | 1.57%+28.6pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $6,165-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $9,464 | $6,645+42.4% | $8,363+13.2% | $4,238+123.3% |
| Admin fee / account holder | $424 | $630-32.8% | $11,613-96.4% | $593-28.6% |