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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 | $56,116-92.3% | $135,768-96.8% | $86,983-95.0% |
| Participation rate | 86.7% | 60.1%+26.6pp | 71.1%+15.7pp | 69.5%+17.2pp |
| Annual return | 26.89% | 125.33%-98.4pp | 526.10%-499.2pp | 25.83%+1.1pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,389 | $2,690-11.2% | $3,977-39.9% | $4,194-43.0% |
| Admin fee / account holder | $322 | $4,314-92.5% | $7,048-95.4% | $7,856-95.9% |