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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 | $82,133-79.4% | $147,318-88.5% | $64,097-73.6% |
| Participation rate | 87.9% | 62.3%+25.7pp | 82.1%+5.9pp | 55.2%+32.7pp |
| Annual return | 122.21% | 78.78%+43.4pp | 70.43%+51.8pp | 34.64%+87.6pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $7,513 | $5,407+38.9% | $7,906-5.0% | $3,080+143.9% |
| Admin fee / account holder | $399 | $3,730-89.3% | $13,708-97.1% | $3,454-88.5% |