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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 | $6,328 | $62,589-89.9% | $76,768-91.8% | $64,173-90.1% |
| Participation rate | 96.2% | 72.8%+23.3pp | 77.0%+19.2pp | 69.6%+26.6pp |
| Annual return | -2.96% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,859 | $1,832+1.5% | $2,485-25.2% | $2,381-21.9% |
| Participant deferral / active EE | $280 | $3,145-91.1% | $3,852-92.7% | $3,470-91.9% |
| Admin fee / account holder | $1,015 | $4,667-78.2% | $6,675-84.8% | $4,887-79.2% |