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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 | $22,876 | $64,909-64.8% | $82,312-72.2% | $62,293-63.3% |
| Participation rate | 82.2% | 74.9%+7.3pp | 76.9%+5.3pp | 69.5%+12.7pp |
| Annual return | 20.24% | 21.18%-0.9pp | 25.88%-5.6pp | 28.90%-8.7pp |
| Employer contribution / active EE | $902 | $1,676-46.2% | $2,428-62.9% | $2,042-55.8% |
| Participant deferral / active EE | $739 | $3,103-76.2% | $3,706-80.1% | $3,169-76.7% |
| Admin fee / account holder | $563 | $440+28.1% | $5,608-90.0% | $479+17.5% |