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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 | $9,276 | $77,817-88.1% | $123,553-92.5% | $64,173-85.5% |
| Participation rate | 76.8% | 74.7%+2.1pp | 82.3%-5.5pp | 69.6%+7.2pp |
| Annual return | -8.12% | 12.49%-20.6pp | 119.21%-127.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,761 | $5,240-66.4% | $6,426-72.6% | $3,470-49.2% |
| Admin fee / account holder | $2,116 | $5,519-61.7% | $9,284-77.2% | $4,887-56.7% |