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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 | $10,337 | $72,471-85.7% | $94,215-89.0% | $86,983-88.1% |
| Participation rate | 88.4% | 63.9%+24.6pp | 70.0%+18.5pp | 69.5%+18.9pp |
| Annual return | 23.08% | 26.44%-3.4pp | 28.22%-5.1pp | 25.83%-2.7pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,867 | $3,397+13.8% | $4,276-9.6% | $4,194-7.8% |
| Admin fee / account holder | $377 | $6,468-94.2% | $10,216-96.3% | $7,856-95.2% |