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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 | $17,030 | $110,083-84.5% | $151,639-88.8% | $68,486-75.1% |
| Participation rate | 96.3% | 84.0%+12.4pp | 87.5%+8.8pp | 67.9%+28.4pp |
| Annual return | -17.98% | -10.12%-7.9pp | 3.34%-21.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $923 | $4,470-79.3% | $6,165-85.0% | $2,597-64.5% |
| Participant deferral / active EE | $6,103 | $6,526-6.5% | $8,363-27.0% | $4,028+51.5% |
| Admin fee / account holder | $901 | $7,718-88.3% | $11,613-92.2% | $5,404-83.3% |