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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 | $13,641 | $51,223-73.4% | $82,763-83.5% | $66,949-79.6% |
| Participation rate | 93.3% | 67.9%+25.4pp | 72.6%+20.8pp | 69.8%+23.5pp |
| Annual return | -11.34% | -9.85%-1.5pp | 702.45%-713.8pp | 1.57%-12.9pp |
| Employer contribution / active EE | $508 | $2,611-80.5% | $3,008-83.1% | $2,545-80.0% |
| Participant deferral / active EE | $728 | $3,460-79.0% | $4,395-83.4% | $4,239-82.8% |
| Admin fee / account holder | $490 | $415+17.9% | $5,325-90.8% | $594-17.4% |