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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 | $17,057 | $79,169-78.5% | $100,415-83.0% | $74,478-77.1% |
| Participation rate | 91.9% | 79.4%+12.5pp | 81.5%+10.4pp | 67.2%+24.7pp |
| Annual return | 26.83% | 20.51%+6.3pp | 49.47%-22.6pp | 1370.56%-1343.7pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,891 | $7,751+1.8% | $8,091-2.5% | $4,350+81.4% |
| Admin fee / account holder | $352 | $1,337-73.7% | $7,906-95.5% | $1,946-81.9% |