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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 | $19,637 | $79,223-75.2% | $102,460-80.8% | $74,478-73.6% |
| Participation rate | 90.4% | 74.8%+15.7pp | 76.5%+13.9pp | 67.2%+23.2pp |
| Annual return | 13.06% | 54.98%-41.9pp | 29.47%-16.4pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $820 | $2,363-65.3% | $3,025-72.9% | $2,626-68.8% |
| Participant deferral / active EE | $2,063 | $4,417-53.3% | $5,056-59.2% | $4,350-52.6% |
| Admin fee / account holder | $2,799 | $2,003+39.7% | $9,460-70.4% | $1,946+43.8% |