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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 | $4,503 | $80,753-94.4% | $136,298-96.7% | $62,293-92.8% |
| Participation rate | 76.6% | 73.5%+3.1pp | 81.9%-5.3pp | 69.5%+7.1pp |
| Annual return | 69.23% | 35.83%+33.4pp | 5156.27%-5087.0pp | 28.90%+40.3pp |
| Employer contribution / active EE | $1,487 | $2,884-48.4% | $4,696-68.3% | $2,042-27.2% |
| Participant deferral / active EE | $1,438 | $5,164-72.2% | $6,247-77.0% | $3,169-54.6% |
| Admin fee / account holder | $1,003 | $525+90.9% | $9,244-89.1% | $479+109.3% |