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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 | $2,604 | $82,678-96.9% | $125,391-97.9% | $68,490-96.2% |
| Participation rate | 71.4% | 75.1%-3.6pp | 82.4%-11.0pp | 67.9%+3.5pp |
| Annual return | -19.21% | -5.97%-13.2pp | 572.41%-591.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,027 | $3,382-69.6% | $4,816-78.7% | $2,597-60.5% |
| Participant deferral / active EE | $1,684 | $6,111-72.4% | $7,448-77.4% | $4,028-58.2% |
| Admin fee / account holder | $325 | $6,277-94.8% | $10,009-96.8% | $5,403-94.0% |