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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 | $5,544 | $106,524-94.8% | $152,301-96.4% | $87,485-93.7% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.4%+15.3pp | 68.9%+28.8pp |
| Annual return | 15.15% | 26.89%-11.7pp | 80.50%-65.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $710 | $3,371-78.9% | $4,624-84.6% | $2,596-72.7% |
| Participant deferral / active EE | $1,477 | $6,525-77.4% | $8,004-81.5% | $4,274-65.4% |
| Admin fee / account holder | $1,322 | $8,287-84.0% | $14,398-90.8% | $7,775-83.0% |