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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 | $15,514 | $42,546-63.5% | $71,796-78.4% | $55,167-71.9% |
| Participation rate | 71.9% | 59.1%+12.8pp | 69.1%+2.8pp | 69.0%+2.9pp |
| Annual return | 5.51% | 12.36%-6.8pp | 78.04%-72.5pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,249 | $2,064-39.5% | $2,794-55.3% | $3,054-59.1% |
| Admin fee / account holder | $697 | $650+7.2% | $4,815-85.5% | $504+38.3% |