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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 | $3,267 | $71,523-95.4% | $98,461-96.7% | $71,511-95.4% |
| Participation rate | 75.9% | 72.7%+3.2pp | 75.2%+0.8pp | 67.9%+8.0pp |
| Annual return | 29.74% | 32.43%-2.7pp | 21.17%+8.6pp | 28.86%+0.9pp |
| Employer contribution / active EE | $814 | $2,399-66.1% | $3,049-73.3% | $2,589-68.6% |
| Participant deferral / active EE | $1,586 | $4,109-61.4% | $4,738-66.5% | $4,291-63.0% |
| Admin fee / account holder | $300 | $1,676-82.1% | $8,961-96.6% | $1,588-81.1% |