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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 | $25,472 | $78,423-67.5% | $95,964-73.5% | $79,856-68.1% |
| Participation rate | 86.9% | 73.5%+13.4pp | 77.1%+9.8pp | 69.6%+17.3pp |
| Annual return | 10.50% | 19.37%-8.9pp | 91.64%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $877 | $1,945-54.9% | $2,541-65.5% | $2,471-64.5% |
| Participant deferral / active EE | $1,376 | $3,440-60.0% | $4,167-67.0% | $3,741-63.2% |
| Admin fee / account holder | $436 | $5,622-92.2% | $6,797-93.6% | $5,306-91.8% |