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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 | $12,973 | $88,137-85.3% | $164,975-92.1% | $74,429-82.6% |
| Participation rate | 78.4% | 73.1%+5.3pp | 78.6%-0.2pp | 67.2%+11.2pp |
| Annual return | 27.60% | 17.13%+10.5pp | 70.12%-42.5pp | 1368.38%-1340.8pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,328 | $4,501-3.8% | $6,033-28.3% | $4,348-0.5% |
| Admin fee / account holder | $2,818 | $2,231+26.3% | $12,688-77.8% | $1,944+44.9% |