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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 | $13,293 | $78,520-83.1% | $96,576-86.2% | $82,448-83.9% |
| Participation rate | 89.5% | 77.7%+11.7pp | 81.4%+8.0pp | 68.1%+21.4pp |
| Annual return | 64.97% | 41.30%+23.7pp | 38.47%+26.5pp | 41.64%+23.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,337 | $6,754+23.4% | $7,956+4.8% | $4,139+101.4% |
| Admin fee / account holder | $2,323 | $13,455-82.7% | $11,381-79.6% | $7,234-67.9% |