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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 | $26,239 | $91,424-71.3% | $135,942-80.7% | $71,495-63.3% |
| Participation rate | 87.6% | 75.7%+12.0pp | 81.9%+5.7pp | 67.9%+19.7pp |
| Annual return | 43.23% | 29.90%+13.3pp | 68.28%-25.0pp | 28.85%+14.4pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $10,066 | $7,092+41.9% | $7,759+29.7% | $4,291+134.6% |
| Admin fee / account holder | $314 | $1,266-75.2% | $10,764-97.1% | $1,588-80.2% |