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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 | $30,187 | $79,867-62.2% | $120,344-74.9% | $64,340-53.1% |
| Participation rate | 91.2% | 63.0%+28.3pp | 76.7%+14.5pp | 55.2%+36.0pp |
| Annual return | 21.06% | 21.10%0pp | 20.30%+0.8pp | 24.14%-3.1pp |
| Employer contribution / active EE | $270 | $1,925-86.0% | $3,020-91.1% | $1,862-85.5% |
| Participant deferral / active EE | $1,615 | $3,593-55.0% | $5,135-68.5% | $2,980-45.8% |
| Admin fee / account holder | $3,661 | $5,039-27.4% | $12,742-71.3% | $3,703-1.1% |