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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 | $16,851 | $64,729-74.0% | $112,263-85.0% | $68,490-75.4% |
| Participation rate | 98.1% | 67.2%+31.0pp | 75.1%+23.1pp | 67.9%+30.3pp |
| Annual return | -14.87% | -11.40%-3.5pp | 27.49%-42.4pp | -7.85%-7.0pp |
| Employer contribution / active EE | $7,493 | $2,746+172.9% | $3,636+106.1% | $2,597+188.6% |
| Participant deferral / active EE | $643 | $3,566-82.0% | $4,729-86.4% | $4,028-84.0% |
| Admin fee / account holder | $3,594 | $5,222-31.2% | $6,410-43.9% | $5,403-33.5% |