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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 | $67,595-96.6% | $186,193-98.8% | $64,340-96.5% |
| Participation rate | 97.2% | 51.9%+45.3pp | 77.1%+20.1pp | 55.2%+42.0pp |
| Annual return | 8.62% | 17.46%-8.8pp | 78.03%-69.4pp | 24.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $3,918-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,365 | $3,023-54.9% | $6,513-79.0% | $2,980-54.2% |
| Admin fee / account holder | $438 | $5,311-91.8% | $11,058-96.0% | $3,703-88.2% |