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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 | $8,789 | $64,138-86.3% | $112,258-92.2% | $66,930-86.9% |
| Participation rate | 73.1% | 68.5%+4.7pp | 75.1%-2.0pp | 69.8%+3.3pp |
| Annual return | -18.17% | -13.81%-4.4pp | 27.47%-45.6pp | 1.57%-19.7pp |
| Employer contribution / active EE | $3,042 | $3,006+1.2% | $3,636-16.3% | $2,545+19.5% |
| Participant deferral / active EE | $618 | $3,694-83.3% | $4,728-86.9% | $4,238-85.4% |
| Admin fee / account holder | $1,500 | $625+139.9% | $6,411-76.6% | $593+152.8% |