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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 | $19,117 | $78,682-75.7% | $109,188-82.5% | $85,851-77.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.62% | 25.09%-10.5pp | 25.76%-11.1pp | 318.63%-304.0pp |
| Employer contribution / active EE | $9,419 | $2,734+244.5% | $3,723+153.0% | $2,565+267.1% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,354 | $5,470-75.2% | $6,755-80.0% | $6,261-78.4% |