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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 | $106,749-82.2% | $145,433-87.0% | $82,448-77.0% |
| Participation rate | 88.0% | 75.6%+12.3pp | 82.1%+5.8pp | 68.1%+19.9pp |
| Annual return | 22.25% | 27.59%-5.3pp | 66.58%-44.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $8 | $3,444-99.8% | $4,554-99.8% | $2,551-99.7% |
| Participant deferral / active EE | $7,944 | $6,519+21.9% | $7,897+0.6% | $4,139+91.9% |
| Admin fee / account holder | $1,457 | $8,390-82.6% | $13,129-88.9% | $7,234-79.9% |