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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 | $27,539 | $81,208-66.1% | $98,920-72.2% | $79,856-65.5% |
| Participation rate | 98.8% | 72.5%+26.3pp | 76.0%+22.8pp | 69.6%+29.1pp |
| Annual return | 11.78% | 60.99%-49.2pp | 196.47%-184.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $909 | $1,960-53.6% | $2,689-66.2% | $2,471-63.2% |
| Participant deferral / active EE | $1,175 | $3,265-64.0% | $4,245-72.3% | $3,741-68.6% |
| Admin fee / account holder | $3,782 | $6,013-37.1% | $6,643-43.1% | $5,306-28.7% |