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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 | $26,872 | $79,209-66.1% | $102,434-73.8% | $74,459-63.9% |
| Participation rate | 83.8% | 74.8%+9.0pp | 76.5%+7.3pp | 67.2%+16.6pp |
| Annual return | 80.35% | 54.98%+25.4pp | 29.46%+50.9pp | 1369.70%-1289.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,585 | $4,417+94.4% | $5,055+69.8% | $4,350+97.4% |
| Admin fee / account holder | $438 | $2,002-78.1% | $9,462-95.4% | $1,945-77.5% |