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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 | $16,632 | $54,193-69.3% | $93,654-82.2% | $77,671-78.6% |
| Participation rate | 88.6% | 63.9%+24.6pp | 68.7%+19.8pp | 70.6%+18.0pp |
| Annual return | 8311.87% | 30.54%+8281.3pp | 133.34%+8178.5pp | 31.21%+8280.7pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,774 | $3,144+51.9% | $4,413+8.2% | $4,648+2.7% |
| Admin fee / account holder | $1,944 | $576+237.8% | $8,282-76.5% | $430+351.7% |