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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 | $18,211 | $102,385-82.2% | $147,080-87.6% | $80,935-77.5% |
| Participation rate | 90.2% | 75.9%+14.3pp | 82.2%+8.0pp | 67.7%+22.5pp |
| Annual return | 12.77% | 135.09%-122.3pp | 420.17%-407.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,082 | $3,717-70.9% | $4,933-78.1% | $2,757-60.8% |
| Participant deferral / active EE | $1,982 | $6,651-70.2% | $8,066-75.4% | $4,299-53.9% |
| Admin fee / account holder | $805 | $7,951-89.9% | $12,989-93.8% | $6,924-88.4% |