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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 | $18,955 | $99,875-81.0% | $146,866-87.1% | $86,983-78.2% |
| Participation rate | 88.0% | 75.8%+12.1pp | 82.5%+5.4pp | 69.5%+18.4pp |
| Annual return | 22.25% | 28.10%-5.8pp | 102.85%-80.6pp | 25.83%-3.6pp |
| Employer contribution / active EE | $8 | $3,224-99.7% | $4,425-99.8% | $2,584-99.7% |
| Participant deferral / active EE | $7,944 | $6,322+25.7% | $7,759+2.4% | $4,194+89.4% |
| Admin fee / account holder | $1,457 | $7,838-81.4% | $13,620-89.3% | $7,856-81.5% |