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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 | $10,725 | $83,002-87.1% | $98,090-89.1% | $64,097-83.3% |
| Participation rate | 78.7% | 75.0%+3.6pp | 81.5%-2.9pp | 55.2%+23.5pp |
| Annual return | 765.17% | 38.51%+726.7pp | 37.05%+728.1pp | 34.64%+730.5pp |
| Employer contribution / active EE | $0 | $2,749-100.0% | $3,606-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $3,403 | $6,787-49.9% | $7,845-56.6% | $3,080+10.5% |
| Admin fee / account holder | $2,619 | $3,015-13.1% | $11,815-77.8% | $3,454-24.2% |