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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 | $24,511 | $105,284-76.7% | $150,734-83.7% | $94,015-73.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 14.63% | 15.67%-1.0pp | 600.81%-586.2pp | 17.84%-3.2pp |
| Employer contribution / active EE | $1,529 | $3,599-57.5% | $4,918-68.9% | $2,790-45.2% |
| Participant deferral / active EE | $692 | $4,274-83.8% | $5,610-87.7% | $4,249-83.7% |
| Admin fee / account holder | $450 | $9,839-95.4% | $14,905-97.0% | $8,951-95.0% |