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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 | $20,227 | $65,084-68.9% | $67,681-70.1% | $64,340-68.6% |
| Participation rate | 83.2% | 66.7%+16.4pp | 73.7%+9.4pp | 55.2%+27.9pp |
| Annual return | 70.76% | 20.50%+50.3pp | 590.58%-519.8pp | 24.14%+46.6pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $8,253 | $3,210+157.1% | $3,976+107.6% | $2,980+176.9% |
| Admin fee / account holder | $1,840 | $1,415+30.0% | $6,100-69.8% | $3,703-50.3% |