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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 | $16,898 | $76,642-78.0% | $146,866-88.5% | $65,306-74.1% |
| Participation rate | 87.9% | 61.2%+26.7pp | 82.5%+5.4pp | 57.7%+30.3pp |
| Annual return | 122.21% | 33.40%+88.8pp | 102.85%+19.4pp | 21.94%+100.3pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $7,513 | $4,864+54.5% | $7,759-3.2% | $2,959+153.9% |
| Admin fee / account holder | $399 | $3,960-89.9% | $13,620-97.1% | $3,480-88.5% |