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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 | $22,712 | $83,002-72.6% | $98,090-76.8% | $64,097-64.6% |
| Participation rate | 81.5% | 75.0%+6.4pp | 81.5%-0.1pp | 55.2%+26.3pp |
| Annual return | 215.83% | 38.51%+177.3pp | 37.05%+178.8pp | 34.64%+181.2pp |
| Employer contribution / active EE | $0 | $2,749-100.0% | $3,606-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $7,767 | $6,787+14.4% | $7,845-1.0% | $3,080+152.2% |
| Admin fee / account holder | $1,271 | $3,015-57.8% | $11,815-89.2% | $3,454-63.2% |