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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 | $7,100 | $101,672-93.0% | $147,117-95.2% | $74,478-90.5% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.2%+3.5pp | 67.2%+18.5pp |
| Annual return | 88.97% | 8757.83%-8668.9pp | 420.54%-331.6pp | 1370.56%-1281.6pp |
| Employer contribution / active EE | $498 | $3,813-86.9% | $4,932-89.9% | $2,626-81.0% |
| Participant deferral / active EE | $5,183 | $7,305-29.0% | $8,065-35.7% | $4,350+19.1% |
| Admin fee / account holder | $491 | $1,753-72.0% | $12,993-96.2% | $1,946-74.8% |