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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 | $10,454 | $51,283-79.6% | $95,759-89.1% | $71,529-85.4% |
| Participation rate | 84.8% | 63.1%+21.7pp | 72.3%+12.6pp | 67.9%+16.9pp |
| Annual return | 56.81% | 25.25%+31.6pp | 28.42%+28.4pp | 28.97%+27.8pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,836-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,735 | $3,365-18.7% | $4,244-35.6% | $4,291-36.3% |
| Admin fee / account holder | $328 | $1,135-71.1% | $5,678-94.2% | $1,588-79.4% |