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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 | $79,184-77.4% | $102,438-82.5% | $74,546-76.0% |
| Participation rate | 77.9% | 74.8%+3.1pp | 76.5%+1.4pp | 67.2%+10.7pp |
| Annual return | 58.57% | 54.95%+3.6pp | 29.37%+29.2pp | 1366.03%-1307.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $7,363 | $4,414+66.8% | $5,054+45.7% | $4,347+69.4% |
| Admin fee / account holder | $1,711 | $2,001-14.5% | $9,448-81.9% | $1,944-12.0% |