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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 | $4,255 | $61,816-93.1% | $97,260-95.6% | $80,935-94.7% |
| Participation rate | 74.3% | 63.5%+10.8pp | 72.7%+1.6pp | 67.7%+6.6pp |
| Annual return | 15.39% | -558.73%+574.1pp | 75.54%-60.1pp | 35.66%-20.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,961 | $3,027+30.9% | $4,262-7.0% | $4,299-7.9% |
| Admin fee / account holder | $543 | $5,166-89.5% | $5,640-90.4% | $6,924-92.2% |