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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 | $12,403 | $107,421-88.5% | $182,262-93.2% | $94,015-86.8% |
| Participation rate | 94.5% | 77.8%+16.8pp | 84.2%+10.3pp | 70.8%+23.7pp |
| Annual return | 23.35% | 21.32%+2.0pp | 140.60%-117.2pp | 17.84%+5.5pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $14,512 | $6,558+121.3% | $8,276+75.3% | $4,249+241.5% |
| Admin fee / account holder | $1,971 | $8,692-77.3% | $16,712-88.2% | $8,951-78.0% |