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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 | $43,496-93.8% | $161,489-98.3% | $64,340-95.8% |
| Participation rate | 85.4% | 53.5%+31.8pp | 78.7%+6.7pp | 55.2%+30.1pp |
| Annual return | 208.31% | 20.76%+187.5pp | 89.72%+118.6pp | 24.14%+184.2pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,278 | $1,996+14.1% | $5,630-59.5% | $2,980-23.6% |
| Admin fee / account holder | $661 | $2,330-71.6% | $16,006-95.9% | $3,703-82.2% |