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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 | $12,300 | $82,674-85.1% | $125,381-90.2% | $68,486-82.0% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.4%+9.1pp | 67.9%+23.6pp |
| Annual return | 21.47% | -5.97%+27.4pp | 572.31%-550.8pp | -7.85%+29.3pp |
| Employer contribution / active EE | $16 | $3,382-99.5% | $4,815-99.7% | $2,597-99.4% |
| Participant deferral / active EE | $8,022 | $6,111+31.3% | $7,448+7.7% | $4,028+99.2% |
| Admin fee / account holder | $1,473 | $6,277-76.5% | $10,007-85.3% | $5,404-72.7% |