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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 | $77,814-91.3% | $158,223-95.7% | $86,983-92.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 20.46% | 30.54%-10.1pp | 52.09%-31.6pp | 25.83%-5.4pp |
| Employer contribution / active EE | $540 | $2,592-79.2% | $4,109-86.8% | $2,584-79.1% |
| Participant deferral / active EE | $474 | $3,270-85.5% | $5,467-91.3% | $4,194-88.7% |
| Admin fee / account holder | $1,360 | $5,879-76.9% | $16,047-91.5% | $7,856-82.7% |