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Participant 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 | $7,370 | $36,767-80.0% | $81,473-91.0% | $62,293-88.2% |
| Participation rate | 96.0% | 54.4%+41.6pp | 68.0%+28.0pp | 69.5%+26.5pp |
| Annual return | 23.17% | 173.80%-150.6pp | 38.78%-15.6pp | 28.90%-5.7pp |
| Employer contribution / active EE | $5,160 | $1,128+357.3% | $2,568+100.9% | $2,042+152.7% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $963 | $797+20.7% | $4,561-78.9% | $479+100.8% |