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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 | $12,726 | $76,642-83.4% | $146,866-91.3% | $65,306-80.5% |
| Participation rate | 77.9% | 61.2%+16.6pp | 82.5%-4.6pp | 57.7%+20.2pp |
| Annual return | 64.97% | 33.40%+31.6pp | 102.85%-37.9pp | 21.94%+43.0pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $5,924 | $4,864+21.8% | $7,759-23.7% | $2,959+100.2% |
| Admin fee / account holder | $2,054 | $3,960-48.1% | $13,620-84.9% | $3,480-41.0% |