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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 | $7,326 | $73,102-90.0% | $123,552-94.1% | $56,287-87.0% |
| Participation rate | 78.9% | 74.3%+4.6pp | 82.3%-3.4pp | 69.9%+9.1pp |
| Annual return | 82.90% | 3.01%+79.9pp | 119.20%-36.3pp | -9.96%+92.9pp |
| Employer contribution / active EE | $2,083 | $2,977-30.0% | $4,628-55.0% | $2,111-1.3% |
| Participant deferral / active EE | $1,016 | $5,423-81.3% | $6,426-84.2% | $3,350-69.7% |
| Admin fee / account holder | $3,025 | $554+446.3% | $9,285-67.4% | $521+480.6% |