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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 | $20,654 | $88,360-76.6% | $145,433-85.8% | $67,986-69.6% |
| Participation rate | 87.7% | 65.5%+22.2pp | 82.1%+5.6pp | 57.2%+30.5pp |
| Annual return | 53.25% | 63.15%-9.9pp | 66.58%-13.3pp | 31.67%+21.6pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $9,394 | $5,932+58.4% | $7,897+18.9% | $3,358+179.7% |
| Admin fee / account holder | $1,332 | $3,313-59.8% | $13,129-89.9% | $3,203-58.4% |