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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 | $16,800 | $71,353-76.5% | $92,805-81.9% | $86,983-80.7% |
| Participation rate | 88.8% | 80.9%+7.9pp | 83.5%+5.2pp | 69.5%+19.2pp |
| Annual return | 234.97% | 44.68%+190.3pp | 31.59%+203.4pp | 25.83%+209.1pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,341 | $6,966+5.4% | $8,448-13.1% | $4,194+75.0% |
| Admin fee / account holder | $3,145 | $6,099-48.4% | $10,911-71.2% | $7,856-60.0% |