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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 | $4,793 | $55,932-91.4% | $76,735-93.8% | $67,986-93.0% |
| Participation rate | 87.0% | 50.8%+36.2pp | 69.5%+17.5pp | 57.2%+29.8pp |
| Annual return | 22.43% | 23.10%-0.7pp | 29.77%-7.3pp | 31.67%-9.2pp |
| Employer contribution / active EE | $71 | $1,487-95.2% | $2,454-97.1% | $2,019-96.5% |
| Participant deferral / active EE | $1,922 | $2,558-24.9% | $4,088-53.0% | $3,358-42.8% |
| Admin fee / account holder | $913 | $4,907-81.4% | $7,189-87.3% | $3,203-71.5% |