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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 | $8,964 | $65,191-86.2% | $116,538-92.3% | $65,191-86.2% |
| Participation rate | 79.2% | 63.0%+16.2pp | 82.6%-3.4pp | 63.0%+16.2pp |
| Annual return | 101.32% | 51.24%+50.1pp | 17.97%+83.4pp | 51.24%+50.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $4,541-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $4,136 | $2,671+54.8% | $6,207-33.4% | $2,671+54.8% |
| Admin fee / account holder | $367 | $907-59.5% | $8,737-95.8% | $907-59.5% |