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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 | $12,594 | $99,875-87.4% | $146,866-91.4% | $86,983-85.5% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.5%+11.0pp | 69.5%+24.0pp |
| Annual return | 43.84% | 28.10%+15.7pp | 102.85%-59.0pp | 25.83%+18.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,511 | $6,322+3.0% | $7,759-16.1% | $4,194+55.3% |
| Admin fee / account holder | $528 | $7,838-93.3% | $13,620-96.1% | $7,856-93.3% |