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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 | $17,985 | $79,223-77.3% | $102,460-82.4% | $74,478-75.9% |
| Participation rate | 89.1% | 74.8%+14.3pp | 76.5%+12.5pp | 67.2%+21.8pp |
| Annual return | 91.85% | 54.98%+36.9pp | 29.47%+62.4pp | 1370.56%-1278.7pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,954 | $4,417+80.1% | $5,056+57.3% | $4,350+82.8% |
| Admin fee / account holder | $391 | $2,003-80.5% | $9,460-95.9% | $1,946-79.9% |