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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 | $24,357 | $89,652-72.8% | $141,177-82.7% | $65,185-62.6% |
| Participation rate | 90.3% | 74.7%+15.6pp | 82.5%+7.8pp | 70.2%+20.1pp |
| Annual return | 23.71% | 32.79%-9.1pp | 71.40%-47.7pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,264 | $3,065-58.7% | $4,736-73.3% | $2,177-41.9% |
| Participant deferral / active EE | $2,607 | $5,691-54.2% | $6,710-61.1% | $3,514-25.8% |
| Admin fee / account holder | $1,002 | $569+76.3% | $10,263-90.2% | $847+18.3% |