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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 | $47,479-83.1% | $62,929-87.3% | $82,448-90.3% |
| Participation rate | 89.1% | 66.9%+22.2pp | 73.1%+16.0pp | 68.1%+21.0pp |
| Annual return | 17.26% | 20.34%-3.1pp | 1063.93%-1046.7pp | 41.64%-24.4pp |
| Employer contribution / active EE | $433 | $1,885-77.1% | $2,505-82.7% | $2,551-83.0% |
| Participant deferral / active EE | $780 | $2,870-72.8% | $3,888-79.9% | $4,139-81.2% |
| Admin fee / account holder | $1,726 | $3,804-54.6% | $5,065-65.9% | $7,234-76.1% |