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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 | $3,951 | $73,978-94.7% | $96,515-95.9% | $75,173-94.7% |
| Participation rate | 87.6% | 66.4%+21.2pp | 74.3%+13.3pp | 67.2%+20.4pp |
| Annual return | 18.15% | 26.72%-8.6pp | 35.73%-17.6pp | 160.72%-142.6pp |
| Employer contribution / active EE | $989 | $2,931-66.3% | $3,740-73.6% | $2,671-63.0% |
| Participant deferral / active EE | $264 | $3,660-92.8% | $4,880-94.6% | $4,126-93.6% |
| Admin fee / account holder | $1,280 | $5,219-75.5% | $6,735-81.0% | $5,651-77.3% |