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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 | $24,472 | $82,879-70.5% | $96,576-74.7% | $67,986-64.0% |
| Participation rate | 79.4% | 75.2%+4.3pp | 81.4%-2.0pp | 57.2%+22.2pp |
| Annual return | 98.33% | 36.90%+61.4pp | 38.47%+59.9pp | 31.67%+66.7pp |
| Employer contribution / active EE | $11 | $2,727-99.6% | $3,553-99.7% | $2,019-99.4% |
| Participant deferral / active EE | $7,903 | $6,976+13.3% | $7,956-0.7% | $3,358+135.4% |
| Admin fee / account holder | $2,585 | $2,783-7.1% | $11,381-77.3% | $3,203-19.3% |