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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 | $23,747 | $84,499-71.9% | $125,391-81.1% | $66,949-64.5% |
| Participation rate | 89.2% | 76.4%+12.8pp | 82.4%+6.8pp | 69.8%+19.4pp |
| Annual return | 15.74% | -8.49%+24.2pp | 572.41%-556.7pp | 1.57%+14.2pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $13,147 | $6,785+93.8% | $7,448+76.5% | $4,239+210.1% |
| Admin fee / account holder | $1,827 | $685+166.7% | $10,009-81.7% | $594+207.8% |