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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 | $18,737 | $106,749-82.4% | $145,433-87.1% | $82,448-77.3% |
| Participation rate | 92.1% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.0pp |
| Annual return | 18.09% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,424 | $6,519-16.8% | $7,897-31.3% | $4,139+31.0% |
| Admin fee / account holder | $1,152 | $8,390-86.3% | $13,129-91.2% | $7,234-84.1% |