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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 | $1,598 | $57,575-97.2% | $124,067-98.7% | $86,983-98.2% |
| Participation rate | 70.0% | 62.3%+7.7pp | 66.9%+3.1pp | 69.5%+0.5pp |
| Annual return | 26.57% | 19.65%+6.9pp | 31.06%-4.5pp | 25.83%+0.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,166-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,330 | $2,623-49.3% | $3,463-61.6% | $4,194-68.3% |
| Admin fee / account holder | $535 | $8,506-93.7% | $7,351-92.7% | $7,856-93.2% |