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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 | $17,034 | $98,766-82.8% | $149,730-88.6% | $79,852-78.7% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.5%-5.6pp | 69.6%+7.3pp |
| Annual return | 24.18% | 27.43%-3.3pp | 276.70%-252.5pp | 31.72%-7.5pp |
| Employer contribution / active EE | $824 | $3,217-74.4% | $4,645-82.3% | $2,471-66.6% |
| Participant deferral / active EE | $1,236 | $5,681-78.2% | $6,843-81.9% | $3,740-67.0% |
| Admin fee / account holder | $1,392 | $6,052-77.0% | $9,310-85.0% | $5,306-73.8% |