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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 | $25,806 | $83,485-69.1% | $125,180-79.4% | $72,983-64.6% |
| Participation rate | 98.9% | 73.3%+25.6pp | 79.8%+19.1pp | 69.5%+29.4pp |
| Annual return | 21.71% | 25.78%-4.1pp | 43.79%-22.1pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,463 | $2,346-37.6% | $3,866-62.1% | $2,440-40.0% |
| Participant deferral / active EE | $1,403 | $3,586-60.9% | $4,937-71.6% | $3,608-61.1% |
| Admin fee / account holder | $1,046 | $5,518-81.0% | $9,703-89.2% | $5,124-79.6% |