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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 | $13,527 | $91,424-85.2% | $135,942-90.0% | $71,495-81.1% |
| Participation rate | 82.5% | 75.7%+6.8pp | 81.9%+0.6pp | 67.9%+14.6pp |
| Annual return | 52.96% | 29.90%+23.1pp | 68.28%-15.3pp | 28.85%+24.1pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $5,689 | $7,092-19.8% | $7,759-26.7% | $4,291+32.6% |
| Admin fee / account holder | $1,203 | $1,266-5.0% | $10,764-88.8% | $1,588-24.2% |