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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 | $11,098 | $82,674-86.6% | $125,381-91.1% | $68,486-83.8% |
| Participation rate | 88.3% | 75.1%+13.3pp | 82.4%+6.0pp | 67.9%+20.4pp |
| Annual return | -9.52% | -5.97%-3.5pp | 572.31%-581.8pp | -7.85%-1.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,382 | $6,111+53.5% | $7,448+26.0% | $4,028+132.9% |
| Admin fee / account holder | $3,248 | $6,277-48.3% | $10,007-67.5% | $5,404-39.9% |