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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 | $8,741 | $82,879-89.5% | $96,576-90.9% | $67,986-87.1% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.4%+14.4pp | 57.2%+38.7pp |
| Annual return | 95.11% | 36.90%+58.2pp | 38.47%+56.6pp | 31.67%+63.4pp |
| Employer contribution / active EE | $790 | $2,727-71.0% | $3,553-77.8% | $2,019-60.9% |
| Participant deferral / active EE | $1,985 | $6,976-71.5% | $7,956-75.1% | $3,358-40.9% |
| Admin fee / account holder | $322 | $2,783-88.4% | $11,381-97.2% | $3,203-90.0% |