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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 | $6,736 | $86,050-92.2% | $189,758-96.5% | $94,015-92.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 20.46% | 17.77%+2.7pp | 52.62%-32.2pp | 17.84%+2.6pp |
| Employer contribution / active EE | $540 | $2,819-80.8% | $4,767-88.7% | $2,790-80.6% |
| Participant deferral / active EE | $474 | $3,349-85.9% | $5,856-91.9% | $4,249-88.9% |
| Admin fee / account holder | $1,360 | $6,627-79.5% | $20,388-93.3% | $8,951-84.8% |