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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 | $2,715 | $43,749-93.8% | $158,223-98.3% | $65,306-95.8% |
| Participation rate | 85.4% | 56.9%+28.5pp | 79.2%+6.1pp | 57.7%+27.7pp |
| Annual return | 208.31% | 19.41%+188.9pp | 52.09%+156.2pp | 21.94%+186.4pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,278 | $2,019+12.8% | $5,467-58.3% | $2,959-23.0% |
| Admin fee / account holder | $661 | $1,930-65.8% | $16,047-95.9% | $3,480-81.0% |