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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 | $23,289 | $86,949-73.2% | $102,460-77.3% | $80,959-71.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 19.49% | 18.89%+0.6pp | 29.47%-10.0pp | 35.67%-16.2pp |
| Employer contribution / active EE | $3,894 | $2,370+64.3% | $3,025+28.7% | $2,757+41.2% |
| Participant deferral / active EE | $891 | $4,121-78.4% | $5,056-82.4% | $4,300-79.3% |
| Admin fee / account holder | $2,594 | $8,048-67.8% | $9,460-72.6% | $6,925-62.5% |