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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 | $4,314 | $53,063-91.9% | $124,206-96.5% | $82,637-94.8% |
| Participation rate | 86.7% | 58.4%+28.3pp | 69.6%+17.2pp | 68.1%+18.7pp |
| Annual return | 26.89% | 68.87%-42.0pp | 515.27%-488.4pp | 53.51%-26.6pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,389 | $2,644-9.6% | $3,968-39.8% | $4,126-42.1% |
| Admin fee / account holder | $322 | $4,281-92.5% | $5,929-94.6% | $7,339-95.6% |