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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 | $106,524-88.4% | $152,301-91.9% | $87,485-85.8% |
| Participation rate | 94.5% | 75.8%+18.8pp | 82.4%+12.1pp | 68.9%+25.6pp |
| Annual return | 23.35% | 26.89%-3.5pp | 80.50%-57.1pp | 26.06%-2.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,512 | $6,525+122.4% | $8,004+81.3% | $4,274+239.6% |
| Admin fee / account holder | $1,971 | $8,287-76.2% | $14,398-86.3% | $7,775-74.6% |