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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 | $10,462 | $82,674-87.3% | $125,363-91.7% | $68,495-84.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.93% | -5.97%-11.0pp | 572.15%-589.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,316 | $3,382-31.5% | $4,815-51.9% | $2,596-10.8% |
| Participant deferral / active EE | $2,159 | $6,111-64.7% | $7,447-71.0% | $4,028-46.4% |
| Admin fee / account holder | $4,817 | $6,276-23.2% | $10,005-51.9% | $5,403-10.8% |