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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 | $28,060 | $233,029-88.0% | $136,867-79.5% | - |
| Participation rate | 90.9% | 65.5%+25.5pp | 74.5%+16.4pp | - |
| Annual return | 87.35% | 5.57%+81.8pp | 42.97%+44.4pp | - |
| Employer contribution / active EE | $0 | $2,250-100.0% | $3,547-100.0% | - |
| Participant deferral / active EE | $11,149 | $4,212+164.7% | $4,924+126.4% | - |
| Admin fee / account holder | $3,536 | $49,244-92.8% | $10,340-65.8% | - |