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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 | $5,512 | $49,897-89.0% | $80,648-93.2% | $75,177-92.7% |
| Participation rate | 91.7% | 55.3%+36.3pp | 67.0%+24.7pp | 67.2%+24.5pp |
| Annual return | 14.51% | 34.68%-20.2pp | 937.21%-922.7pp | 160.75%-146.2pp |
| Employer contribution / active EE | $2,264 | $1,699+33.3% | $2,724-16.9% | $2,671-15.2% |
| Participant deferral / active EE | $429 | $2,992-85.7% | $4,443-90.4% | $4,126-89.6% |
| Admin fee / account holder | $919 | $3,579-74.3% | $5,382-82.9% | $5,651-83.7% |