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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 | $19,466 | $83,061-76.6% | $126,068-84.6% | $94,015-79.3% |
| Participation rate | 75.8% | 81.2%-5.3pp | 84.7%-8.9pp | 70.8%+5.0pp |
| Annual return | 13.02% | 20.41%-7.4pp | 15.01%-2.0pp | 17.84%-4.8pp |
| Employer contribution / active EE | $928 | $2,864-67.6% | $3,968-76.6% | $2,790-66.7% |
| Participant deferral / active EE | $1,926 | $7,042-72.6% | $8,214-76.5% | $4,249-54.7% |
| Admin fee / account holder | $1,987 | $7,208-72.4% | $18,264-89.1% | $8,951-77.8% |