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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 | $9,185 | $72,492-87.3% | $87,102-89.5% | $72,983-87.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.40% | 24.46%+0.9pp | 28.19%-2.8pp | 81.01%-55.6pp |
| Employer contribution / active EE | $1,562 | $1,894-17.5% | $2,521-38.1% | $2,440-36.0% |
| Participant deferral / active EE | $1,365 | $3,270-58.3% | $4,048-66.3% | $3,608-62.2% |
| Admin fee / account holder | $450 | $5,055-91.1% | $7,491-94.0% | $5,124-91.2% |