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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 | $2,940 | $49,451-94.1% | $79,576-96.3% | $66,930-95.6% |
| Participation rate | 97.1% | 61.3%+35.8pp | 69.5%+27.6pp | 69.8%+27.3pp |
| Annual return | 76.80% | 84.25%-7.5pp | 0.15%+76.7pp | 1.57%+75.2pp |
| Employer contribution / active EE | $243 | $1,266-80.8% | $2,413-89.9% | $2,545-90.5% |
| Participant deferral / active EE | $1,667 | $3,159-47.2% | $3,985-58.2% | $4,238-60.7% |
| Admin fee / account holder | $834 | $595+40.3% | $6,834-87.8% | $593+40.6% |