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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 | $21,766 | $102,429-78.8% | $147,096-85.2% | $80,925-73.1% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 35.59% | 135.02%-99.4pp | 419.75%-384.2pp | 35.65%-0.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,394 | $6,649+56.3% | $8,071+28.8% | $4,299+141.8% |
| Admin fee / account holder | $5,984 | $7,957-24.8% | $13,005-54.0% | $6,940-13.8% |