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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 | $77,358-82.8% | $102,184-87.0% | $87,485-84.8% |
| Participation rate | 89.5% | 78.7%+10.8pp | 82.6%+6.9pp | 68.9%+20.5pp |
| Annual return | 64.97% | 41.11%+23.9pp | 31.58%+33.4pp | 26.06%+38.9pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,337 | $6,753+23.5% | $8,309+0.3% | $4,274+95.1% |
| Admin fee / account holder | $2,323 | $6,809-65.9% | $11,609-80.0% | $7,775-70.1% |