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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 | $6,210 | $86,692-92.8% | $119,634-94.8% | $66,949-90.7% |
| Participation rate | 79.7% | 75.6%+4.2pp | 79.3%+0.5pp | 69.8%+9.9pp |
| Annual return | -5.77% | -8.00%+2.2pp | -14.98%+9.2pp | 1.57%-7.3pp |
| Employer contribution / active EE | $779 | $2,536-69.3% | $4,232-81.6% | $2,545-69.4% |
| Participant deferral / active EE | $1,586 | $4,360-63.6% | $5,601-71.7% | $4,239-62.6% |
| Admin fee / account holder | $672 | $755-10.9% | $10,329-93.5% | $594+13.3% |