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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 | $17,893 | $79,223-77.4% | $102,460-82.5% | $74,478-76.0% |
| Participation rate | 77.9% | 74.8%+3.1pp | 76.5%+1.4pp | 67.2%+10.6pp |
| Annual return | 58.57% | 54.98%+3.6pp | 29.47%+29.1pp | 1370.56%-1312.0pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,363 | $4,417+66.7% | $5,056+45.6% | $4,350+69.2% |
| Admin fee / account holder | $1,711 | $2,003-14.6% | $9,460-81.9% | $1,946-12.1% |