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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 | $82,879-84.3% | $96,576-86.5% | $67,986-80.8% |
| Participation rate | 86.1% | 75.2%+10.9pp | 81.4%+4.7pp | 57.2%+28.9pp |
| Annual return | 455.51% | 36.90%+418.6pp | 38.47%+417.0pp | 31.67%+423.8pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,081 | $6,976-12.8% | $7,956-23.6% | $3,358+81.1% |
| Admin fee / account holder | $1,187 | $2,783-57.3% | $11,381-89.6% | $3,203-62.9% |