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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 | $106,524-89.3% | $152,301-92.5% | $87,485-87.0% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.4%+8.8pp | 68.9%+22.3pp |
| Annual return | 34.38% | 26.89%+7.5pp | 80.50%-46.1pp | 26.06%+8.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,612 | $6,525-29.3% | $8,004-42.4% | $4,274+7.9% |
| Admin fee / account holder | $1,117 | $8,287-86.5% | $14,398-92.2% | $7,775-85.6% |