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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 | $83,002-89.5% | $98,090-91.1% | $64,097-86.4% |
| Participation rate | 95.9% | 75.0%+20.8pp | 81.5%+14.3pp | 55.2%+40.7pp |
| Annual return | 95.11% | 38.51%+56.6pp | 37.05%+58.1pp | 34.64%+60.5pp |
| Employer contribution / active EE | $790 | $2,749-71.3% | $3,606-78.1% | $1,891-58.2% |
| Participant deferral / active EE | $1,985 | $6,787-70.8% | $7,845-74.7% | $3,080-35.6% |
| Admin fee / account holder | $322 | $3,015-89.3% | $11,815-97.3% | $3,454-90.7% |