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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 | $143,969-79.9% | $199,883-85.5% | $82,637-64.9% |
| Participation rate | 90.9% | 84.1%+6.8pp | 86.8%+4.1pp | 68.1%+22.9pp |
| Annual return | 55.14% | 25.67%+29.5pp | 43.81%+11.3pp | 53.51%+1.6pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,161 | $6,937+75.3% | $9,138+33.1% | $4,126+194.7% |
| Admin fee / account holder | $10,049 | $14,597-31.2% | $17,268-41.8% | $7,339+36.9% |