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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,270 | $74,661-97.0% | $160,784-98.6% | $67,986-96.7% |
| Participation rate | 97.2% | 57.1%+40.1pp | 77.0%+20.3pp | 57.2%+40.0pp |
| Annual return | 8.62% | 28.83%-20.2pp | 1803.92%-1795.3pp | 31.67%-23.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,365 | $3,681-62.9% | $6,293-78.3% | $3,358-59.4% |
| Admin fee / account holder | $438 | $3,959-88.9% | $9,717-95.5% | $3,203-86.3% |