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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 | $21,447 | $58,320-63.2% | $86,451-75.2% | $66,949-68.0% |
| Participation rate | 93.4% | 78.6%+14.8pp | 80.3%+13.1pp | 69.8%+23.6pp |
| Annual return | 118.09% | -9.71%+127.8pp | 4398.51%-4280.4pp | 1.57%+116.5pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,770-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $10,561 | $6,899+53.1% | $6,953+51.9% | $4,239+149.1% |
| Admin fee / account holder | $1,080 | $546+97.8% | $6,734-84.0% | $594+81.9% |