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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 | $5,011 | $65,575-92.4% | $86,209-94.2% | $75,181-93.3% |
| Participation rate | 91.5% | 60.5%+31.0pp | 69.0%+22.5pp | 67.2%+24.3pp |
| Annual return | 128.06% | 46.07%+82.0pp | 1169.05%-1041.0pp | 160.69%-32.6pp |
| Employer contribution / active EE | $711 | $1,553-54.2% | $2,381-70.1% | $2,671-73.4% |
| Participant deferral / active EE | $1,155 | $3,023-61.8% | $3,986-71.0% | $4,126-72.0% |
| Admin fee / account holder | $2,145 | $5,470-60.8% | $6,853-68.7% | $5,650-62.0% |