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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 | $15,249 | $91,424-83.3% | $135,942-88.8% | $71,495-78.7% |
| Participation rate | 91.2% | 75.7%+15.5pp | 81.9%+9.3pp | 67.9%+23.2pp |
| Annual return | 17.08% | 29.90%-12.8pp | 68.28%-51.2pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,647 | $3,704-55.5% | $4,858-66.1% | $2,589-36.4% |
| Participant deferral / active EE | $2,891 | $7,092-59.2% | $7,759-62.7% | $4,291-32.6% |
| Admin fee / account holder | $2,658 | $1,266+110.0% | $10,764-75.3% | $1,588+67.4% |