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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 | $10,286 | $75,058-86.3% | $152,301-93.2% | $64,340-84.0% |
| Participation rate | 90.0% | 60.9%+29.1pp | 82.4%+7.6pp | 55.2%+34.8pp |
| Annual return | 42.90% | 29.93%+13.0pp | 80.50%-37.6pp | 24.14%+18.8pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $4,407 | $5,041-12.6% | $8,004-44.9% | $2,980+47.9% |
| Admin fee / account holder | $1,109 | $4,050-72.6% | $14,398-92.3% | $3,703-70.1% |