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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 | $6,947 | $45,343-84.7% | $150,298-95.4% | $67,986-89.8% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 27.40% | 33.28%-5.9pp | 62.79%-35.4pp | 31.67%-4.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,973 | $2,055+93.4% | $5,453-27.1% | $3,358+18.3% |
| Admin fee / account holder | $333 | $2,250-85.2% | $14,116-97.6% | $3,203-89.6% |