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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 | $5,845 | $43,075-86.4% | $74,577-92.2% | $62,881-90.7% |
| Participation rate | 99.0% | 58.1%+40.9pp | 68.1%+30.9pp | 69.3%+29.7pp |
| Annual return | 6.49% | 17.50%-11.0pp | 20.47%-14.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $765 | $1,498-48.9% | $2,525-69.7% | $2,281-66.4% |
| Participant deferral / active EE | $610 | $2,389-74.5% | $3,458-82.4% | $3,203-81.0% |
| Admin fee / account holder | $373 | $2,840-86.9% | $4,138-91.0% | $4,296-91.3% |