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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 | $2,493 | $69,012-96.4% | $160,009-98.4% | $68,486-96.4% |
| Participation rate | 82.8% | 65.4%+17.4pp | 78.0%+4.8pp | 67.9%+14.9pp |
| Annual return | -3.69% | -9.65%+6.0pp | 408.85%-412.5pp | -7.85%+4.2pp |
| Employer contribution / active EE | $458 | $2,212-79.3% | $4,225-89.2% | $2,597-82.4% |
| Participant deferral / active EE | $636 | $4,212-84.9% | $6,183-89.7% | $4,028-84.2% |
| Admin fee / account holder | $510 | $4,798-89.4% | $8,715-94.1% | $5,404-90.6% |