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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 | $82,133-84.5% | $147,318-91.4% | $64,097-80.1% |
| Participation rate | 77.9% | 62.3%+15.6pp | 82.1%-4.2pp | 55.2%+22.7pp |
| Annual return | 64.97% | 78.78%-13.8pp | 70.43%-5.5pp | 34.64%+30.3pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $5,924 | $5,407+9.6% | $7,906-25.1% | $3,080+92.3% |
| Admin fee / account holder | $2,054 | $3,730-44.9% | $13,708-85.0% | $3,454-40.5% |