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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 | $15,657 | $130,294-88.0% | $170,043-90.8% | $71,511-78.1% |
| Participation rate | 87.9% | 86.2%+1.7pp | 87.0%+0.9pp | 67.9%+19.9pp |
| Annual return | 272.36% | 20.36%+252.0pp | 53.40%+219.0pp | 28.86%+243.5pp |
| Employer contribution / active EE | $1,343 | $4,385-69.4% | $6,790-80.2% | $2,589-48.1% |
| Participant deferral / active EE | $4,132 | $6,928-40.4% | $10,410-60.3% | $4,291-3.7% |
| Admin fee / account holder | $314 | $966-67.5% | $12,824-97.6% | $1,588-80.2% |