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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 | $101,499-93.0% | $147,005-95.2% | $74,546-90.5% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.2%+3.6pp | 67.2%+18.5pp |
| Annual return | 88.97% | 8732.34%-8643.4pp | 418.76%-329.8pp | 1366.03%-1277.1pp |
| Employer contribution / active EE | $498 | $3,811-86.9% | $4,934-89.9% | $2,624-81.0% |
| Participant deferral / active EE | $5,183 | $7,304-29.0% | $8,070-35.8% | $4,347+19.2% |
| Admin fee / account holder | $491 | $1,748-71.9% | $13,006-96.2% | $1,944-74.8% |