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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 | $20,296 | $85,515-76.3% | $112,040-81.9% | $67,986-70.1% |
| Participation rate | 88.9% | 68.2%+20.7pp | 76.5%+12.4pp | 57.2%+31.7pp |
| Annual return | 23.23% | 29.68%-6.4pp | 24.52%-1.3pp | 31.67%-8.4pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,508 | $4,014+62.1% | $5,098+27.7% | $3,358+93.8% |
| Admin fee / account holder | $1,918 | $3,774-49.2% | $12,098-84.1% | $3,203-40.1% |