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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 | $9,166 | $99,957-90.8% | $149,745-93.9% | $73,497-87.5% |
| Participation rate | 88.0% | 75.7%+12.3pp | 82.5%+5.6pp | 70.7%+17.4pp |
| Annual return | 384.24% | 53.87%+330.4pp | 276.72%+107.5pp | 28.51%+355.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,837 | $6,073-53.3% | $6,843-58.5% | $3,740-24.1% |
| Admin fee / account holder | $716 | $551+30.1% | $9,312-92.3% | $513+39.6% |