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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 | $3,674 | $84,953-95.7% | $163,379-97.8% | $82,637-95.6% |
| Participation rate | 89.5% | 65.9%+23.5pp | 76.8%+12.7pp | 68.1%+21.4pp |
| Annual return | 20.05% | 23.07%-3.0pp | 63.41%-43.4pp | 53.51%-33.5pp |
| Employer contribution / active EE | $836 | $2,183-61.7% | $3,752-77.7% | $2,552-67.3% |
| Participant deferral / active EE | $1,154 | $4,326-73.3% | $6,282-81.6% | $4,126-72.0% |
| Admin fee / account holder | $444 | $7,921-94.4% | $9,818-95.5% | $7,339-93.9% |