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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 | $24,032 | $96,052-75.0% | $118,106-79.7% | $87,485-72.5% |
| Participation rate | 85.4% | 77.0%+8.3pp | 81.9%+3.5pp | 68.9%+16.4pp |
| Annual return | 33.76% | 24.16%+9.6pp | 19.44%+14.3pp | 26.06%+7.7pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $4,698-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,072 | $5,793+56.6% | $6,619+37.1% | $4,274+112.3% |
| Admin fee / account holder | $1,591 | $7,618-79.1% | $8,973-82.3% | $7,775-79.5% |