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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 | $11,411 | $106,749-89.3% | $145,433-92.2% | $82,448-86.2% |
| Participation rate | 91.3% | 75.6%+15.6pp | 82.1%+9.1pp | 68.1%+23.2pp |
| Annual return | 34.38% | 27.59%+6.8pp | 66.58%-32.2pp | 41.64%-7.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,612 | $6,519-29.3% | $7,897-41.6% | $4,139+11.4% |
| Admin fee / account holder | $1,117 | $8,390-86.7% | $13,129-91.5% | $7,234-84.6% |