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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 | $84,458-89.7% | $102,184-91.4% | $64,340-86.4% |
| Participation rate | 95.9% | 74.2%+21.7pp | 82.6%+13.3pp | 55.2%+40.6pp |
| Annual return | 95.11% | 45.73%+49.4pp | 31.58%+63.5pp | 24.14%+71.0pp |
| Employer contribution / active EE | $790 | $2,412-67.3% | $3,594-78.0% | $1,862-57.6% |
| Participant deferral / active EE | $1,985 | $6,208-68.0% | $8,309-76.1% | $2,980-33.4% |
| Admin fee / account holder | $322 | $2,926-89.0% | $11,609-97.2% | $3,703-91.3% |