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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 | $9,749 | $52,884-81.6% | $84,753-88.5% | $55,167-82.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.91% | 18.03%-12.1pp | 22.78%-16.9pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,825 | $2,233-18.3% | $3,574-48.9% | $1,963-7.0% |
| Participant deferral / active EE | $755 | $2,644-71.4% | $3,712-79.7% | $3,054-75.3% |
| Admin fee / account holder | $1,892 | $581+225.9% | $5,333-64.5% | $504+275.5% |