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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 | $14,431 | $56,054-74.3% | $171,082-91.6% | $62,881-77.0% |
| Participation rate | 99.0% | 62.9%+36.1pp | 76.7%+22.3pp | 69.3%+29.7pp |
| Annual return | 8.10% | 22.52%-14.4pp | 32.56%-24.5pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,196 | $1,731-30.9% | $4,002-70.1% | $2,281-47.6% |
| Participant deferral / active EE | $735 | $3,158-76.7% | $4,797-84.7% | $3,203-77.0% |
| Admin fee / account holder | $330 | $3,647-91.0% | $8,520-96.1% | $4,296-92.3% |