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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 | $27,213 | $69,511-60.9% | $94,664-71.3% | $71,511-61.9% |
| Participation rate | 88.8% | 78.4%+10.4pp | 80.8%+8.0pp | 67.9%+20.9pp |
| Annual return | 38.87% | 29.67%+9.2pp | 156.84%-118.0pp | 28.86%+10.0pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $13,362 | $7,348+81.9% | $7,417+80.2% | $4,291+211.4% |
| Admin fee / account holder | $2,015 | $1,211+66.4% | $7,222-72.1% | $1,588+26.8% |