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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 | $6,822 | $78,636-91.3% | $105,607-93.5% | $74,459-90.8% |
| Participation rate | 83.4% | 72.8%+10.7pp | 75.3%+8.2pp | 67.2%+16.2pp |
| Annual return | 19.31% | 15.96%+3.4pp | 116.11%-96.8pp | 1369.70%-1350.4pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,167-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,638 | $4,322-38.9% | $5,011-47.3% | $4,350-39.3% |
| Admin fee / account holder | $824 | $2,220-62.9% | $10,958-92.5% | $1,945-57.7% |