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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 | $17,156 | $56,438-69.6% | $76,872-77.7% | $71,511-76.0% |
| Participation rate | 72.3% | 64.3%+8.0pp | 69.6%+2.7pp | 67.9%+4.3pp |
| Annual return | 20.88% | 19.05%+1.8pp | 37.90%-17.0pp | 28.86%-8.0pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,533-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,483 | $3,136-52.7% | $3,832-61.3% | $4,291-65.4% |
| Admin fee / account holder | $3,081 | $1,430+115.4% | $5,476-43.7% | $1,588+93.9% |