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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 | $3,382 | $70,486-95.2% | $100,528-96.6% | $79,852-95.8% |
| Participation rate | 98.7% | 73.6%+25.0pp | 79.4%+19.2pp | 69.6%+29.0pp |
| Annual return | 22.71% | 21.90%+0.8pp | 30.90%-8.2pp | 31.72%-9.0pp |
| Employer contribution / active EE | $916 | $2,165-57.7% | $3,419-73.2% | $2,471-62.9% |
| Participant deferral / active EE | $1,923 | $5,182-62.9% | $6,271-69.3% | $3,740-48.6% |
| Admin fee / account holder | $676 | $4,480-84.9% | $8,084-91.6% | $5,306-87.3% |