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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 | $97,698-91.1% | $126,068-93.1% | $69,733-87.5% |
| Participation rate | 95.9% | 77.5%+18.3pp | 84.7%+11.2pp | 62.5%+33.4pp |
| Annual return | 95.11% | 22.88%+72.2pp | 15.01%+80.1pp | 15.22%+79.9pp |
| Employer contribution / active EE | $790 | $2,577-69.4% | $3,968-80.1% | $2,250-64.9% |
| Participant deferral / active EE | $1,985 | $6,095-67.4% | $8,214-75.8% | $3,054-35.0% |
| Admin fee / account holder | $322 | $2,980-89.2% | $18,264-98.2% | $3,102-89.6% |