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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 | $7,921 | $85,515-90.7% | $112,040-92.9% | $67,986-88.3% |
| Participation rate | 94.1% | 68.2%+25.9pp | 76.5%+17.6pp | 57.2%+36.9pp |
| Annual return | 23.85% | 29.68%-5.8pp | 24.52%-0.7pp | 31.67%-7.8pp |
| Employer contribution / active EE | $609 | $2,191-72.2% | $2,954-79.4% | $2,019-69.8% |
| Participant deferral / active EE | $2,469 | $4,014-38.5% | $5,098-51.6% | $3,358-26.5% |
| Admin fee / account holder | $1,060 | $3,774-71.9% | $12,098-91.2% | $3,203-66.9% |