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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 | $6,346 | $55,437-88.6% | $155,534-95.9% | $74,459-91.5% |
| Participation rate | 73.0% | 61.9%+11.1pp | 78.2%-5.2pp | 67.2%+5.8pp |
| Annual return | 12.50% | 269.58%-257.1pp | 64.92%-52.4pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $837 | $2,266-63.0% | $4,675-82.1% | $2,626-68.1% |
| Participant deferral / active EE | $782 | $2,837-72.4% | $5,630-86.1% | $4,350-82.0% |
| Admin fee / account holder | $685 | $1,742-60.7% | $15,900-95.7% | $1,945-64.8% |