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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 | $29,001 | $142,972-79.7% | $214,702-86.5% | $86,983-66.7% |
| Participation rate | 90.9% | 84.9%+6.1pp | 87.5%+3.4pp | 69.5%+21.4pp |
| Annual return | 55.14% | 18.49%+36.7pp | 54.55%+0.6pp | 25.83%+29.3pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,161 | $6,568+85.2% | $9,147+33.0% | $4,194+190.0% |
| Admin fee / account holder | $10,049 | $17,617-43.0% | $19,830-49.3% | $7,856+27.9% |