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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 | $10,312 | $77,962-86.8% | $178,540-94.2% | $80,935-87.3% |
| Participation rate | 89.5% | 65.7%+23.8pp | 77.1%+12.4pp | 67.7%+21.8pp |
| Annual return | 11.75% | 18.10%-6.3pp | 27.15%-15.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $513 | $2,280-77.5% | $3,953-87.0% | $2,757-81.4% |
| Participant deferral / active EE | $1,267 | $4,404-71.2% | $6,281-79.8% | $4,299-70.5% |
| Admin fee / account holder | $551 | $7,156-92.3% | $10,424-94.7% | $6,924-92.0% |