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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 | $13,027 | $84,458-84.6% | $102,184-87.3% | $64,340-79.8% |
| Participation rate | 86.1% | 74.2%+11.9pp | 82.6%+3.5pp | 55.2%+30.9pp |
| Annual return | 455.51% | 45.73%+409.8pp | 31.58%+423.9pp | 24.14%+431.4pp |
| Employer contribution / active EE | $0 | $2,412-100.0% | $3,594-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $6,081 | $6,208-2.0% | $8,309-26.8% | $2,980+104.0% |
| Admin fee / account holder | $1,187 | $2,926-59.4% | $11,609-89.8% | $3,703-67.9% |