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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 | $9,083 | $43,338-79.0% | $59,887-84.8% | $64,173-85.8% |
| Participation rate | 94.9% | 69.2%+25.7pp | 74.7%+20.2pp | 69.6%+25.3pp |
| Annual return | 7.97% | -1.55%+9.5pp | 3.46%+4.5pp | 7.63%+0.3pp |
| Employer contribution / active EE | $72 | $2,030-96.5% | $2,722-97.4% | $2,381-97.0% |
| Participant deferral / active EE | $1,598 | $2,547-37.3% | $3,402-53.0% | $3,470-53.9% |
| Admin fee / account holder | $1,229 | $3,007-59.1% | $3,591-65.8% | $4,887-74.8% |