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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,739 | $86,938-96.8% | $102,423-97.3% | $80,925-96.6% |
| Participation rate | 95.7% | 72.4%+23.4pp | 76.5%+19.2pp | 67.7%+28.1pp |
| Annual return | 3.37% | 18.89%-15.5pp | 29.42%-26.1pp | 35.65%-32.3pp |
| Employer contribution / active EE | $587 | $2,369-75.2% | $3,023-80.6% | $2,756-78.7% |
| Participant deferral / active EE | $2,046 | $4,120-50.3% | $5,054-59.5% | $4,299-52.4% |
| Admin fee / account holder | $517 | $8,053-93.6% | $9,455-94.5% | $6,940-92.5% |