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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 | $23,219 | $66,302-65.0% | $110,243-78.9% | $56,289-58.8% |
| Participation rate | 77.8% | 74.9%+2.9pp | 79.8%-2.0pp | 69.9%+7.9pp |
| Annual return | -4.98% | -1.18%-3.8pp | 314.76%-319.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $773 | $2,047-62.2% | $3,827-79.8% | $2,111-63.4% |
| Participant deferral / active EE | $1,310 | $3,381-61.3% | $4,672-72.0% | $3,350-60.9% |
| Admin fee / account holder | $2,205 | $698+215.7% | $8,548-74.2% | $521+323.3% |