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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 | $10,904 | $72,486-85.0% | $87,103-87.5% | $72,976-85.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.90% | 24.46%+0.4pp | 28.19%-3.3pp | 81.02%-56.1pp |
| Employer contribution / active EE | $5,039 | $1,894+166.1% | $2,521+99.9% | $2,440+106.5% |
| Participant deferral / active EE | $1,262 | $3,270-61.4% | $4,049-68.8% | $3,608-65.0% |
| Admin fee / account holder | $385 | $5,055-92.4% | $7,491-94.9% | $5,124-92.5% |