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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 | $21,029 | $84,493-75.1% | $125,381-83.2% | $66,938-68.6% |
| Participation rate | 90.4% | 76.4%+14.0pp | 82.4%+8.0pp | 69.8%+20.6pp |
| Annual return | 19.82% | -8.49%+28.3pp | 572.31%-552.5pp | 1.58%+18.2pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $13,070 | $6,783+92.7% | $7,448+75.5% | $4,238+208.4% |
| Admin fee / account holder | $1,123 | $685+63.9% | $10,007-88.8% | $594+89.2% |