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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 | $21,749 | $122,258-82.2% | $199,883-89.1% | $64,097-66.1% |
| Participation rate | 86.7% | 79.0%+7.7pp | 86.8%0pp | 55.2%+31.5pp |
| Annual return | 27.59% | 24.91%+2.7pp | 43.81%-16.2pp | 34.64%-7.1pp |
| Employer contribution / active EE | $0 | $4,242-100.0% | $6,261-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $10,968 | $6,258+75.3% | $9,138+20.0% | $3,080+256.1% |
| Admin fee / account holder | $3,373 | $3,882-13.1% | $17,268-80.5% | $3,454-2.4% |