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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 | $6,286 | $85,766-92.7% | $136,298-95.4% | $70,126-91.0% |
| Participation rate | 80.2% | 74.2%+6.1pp | 81.9%-1.7pp | 69.5%+10.7pp |
| Annual return | 15.24% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,101 | $2,966-62.9% | $4,696-76.6% | $2,343-53.0% |
| Participant deferral / active EE | $1,831 | $5,051-63.8% | $6,247-70.7% | $3,332-45.1% |
| Admin fee / account holder | $614 | $5,421-88.7% | $9,244-93.4% | $4,645-86.8% |