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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 | $3,597 | $82,674-95.6% | $125,381-97.1% | $68,486-94.7% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -10.04% | -5.97%-4.1pp | 572.31%-582.4pp | -7.85%-2.2pp |
| Employer contribution / active EE | $767 | $3,382-77.3% | $4,815-84.1% | $2,597-70.5% |
| Participant deferral / active EE | $1,604 | $6,111-73.7% | $7,448-78.5% | $4,028-60.2% |
| Admin fee / account holder | $1,316 | $6,277-79.0% | $10,007-86.9% | $5,404-75.7% |