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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 | $14,065 | $88,186-84.1% | $165,071-91.5% | $74,459-81.1% |
| Participation rate | 80.5% | 73.1%+7.4pp | 78.6%+1.9pp | 67.2%+13.3pp |
| Annual return | 25.54% | 17.13%+8.4pp | 70.17%-44.6pp | 1369.70%-1344.2pp |
| Employer contribution / active EE | $41 | $2,600-98.4% | $4,347-99.1% | $2,626-98.4% |
| Participant deferral / active EE | $3,032 | $4,505-32.7% | $6,035-49.8% | $4,350-30.3% |
| Admin fee / account holder | $386 | $2,234-82.7% | $12,695-97.0% | $1,945-80.1% |