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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 | $10,369 | $93,010-88.9% | $96,515-89.3% | $74,460-86.1% |
| Participation rate | 82.1% | 71.6%+10.6pp | 74.3%+7.8pp | 70.7%+11.4pp |
| Annual return | 31.19% | 37.50%-6.3pp | 35.73%-4.5pp | 34.38%-3.2pp |
| Employer contribution / active EE | $3,309 | $3,427-3.4% | $3,740-11.5% | $2,638+25.4% |
| Participant deferral / active EE | $903 | $3,971-77.3% | $4,880-81.5% | $4,530-80.1% |
| Admin fee / account holder | $935 | $633+47.6% | $6,735-86.1% | $348+168.7% |