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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 | $8,023 | $50,554-84.1% | $67,681-88.1% | $87,485-90.8% |
| Participation rate | 89.1% | 67.7%+21.3pp | 73.7%+15.3pp | 68.9%+20.1pp |
| Annual return | 17.26% | 17.81%-0.5pp | 590.58%-573.3pp | 26.06%-8.8pp |
| Employer contribution / active EE | $433 | $1,988-78.2% | $2,678-83.8% | $2,596-83.3% |
| Participant deferral / active EE | $780 | $2,961-73.7% | $3,976-80.4% | $4,274-81.7% |
| Admin fee / account holder | $1,726 | $4,132-58.2% | $6,100-71.7% | $7,775-77.8% |