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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 | $7,838 | $102,422-92.3% | $147,117-94.7% | $80,959-90.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.61% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,697 | $3,717-27.4% | $4,932-45.3% | $2,757-2.2% |
| Participant deferral / active EE | $2,074 | $6,652-68.8% | $8,065-74.3% | $4,300-51.8% |
| Admin fee / account holder | $880 | $7,953-88.9% | $12,993-93.2% | $6,925-87.3% |