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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 | $5,585 | $86,050-93.5% | $189,758-97.1% | $94,015-94.1% |
| Participation rate | 81.0% | 68.9%+12.1pp | 79.8%+1.2pp | 70.8%+10.2pp |
| Annual return | 17.87% | 17.77%+0.1pp | 52.62%-34.8pp | 17.84%0pp |
| Employer contribution / active EE | $701 | $2,819-75.1% | $4,767-85.3% | $2,790-74.9% |
| Participant deferral / active EE | $842 | $3,349-74.9% | $5,856-85.6% | $4,249-80.2% |
| Admin fee / account holder | $367 | $6,627-94.5% | $20,388-98.2% | $8,951-95.9% |