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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 | $77,358-78.3% | $102,184-83.6% | $87,485-80.8% |
| Participation rate | 88.8% | 78.7%+10.1pp | 82.6%+6.2pp | 68.9%+19.8pp |
| Annual return | 234.97% | 41.11%+193.9pp | 31.58%+203.4pp | 26.06%+208.9pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,341 | $6,753+8.7% | $8,309-11.7% | $4,274+71.8% |
| Admin fee / account holder | $3,145 | $6,809-53.8% | $11,609-72.9% | $7,775-59.5% |