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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 | $11,401 | $104,482-89.1% | $159,455-92.8% | $79,393-85.6% |
| Participation rate | 95.8% | 76.6%+19.2pp | 82.8%+13.0pp | 70.7%+25.1pp |
| Annual return | 26.65% | 67.96%-41.3pp | 263.63%-237.0pp | 116.87%-90.2pp |
| Employer contribution / active EE | $1,233 | $3,416-63.9% | $4,830-74.5% | $2,428-49.2% |
| Participant deferral / active EE | $2,412 | $6,467-62.7% | $7,353-67.2% | $4,046-40.4% |
| Admin fee / account holder | $622 | $711-12.6% | $10,800-94.2% | $627-0.8% |