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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 | $15,257 | $42,772-64.3% | $87,502-82.6% | $55,167-72.3% |
| Participation rate | 99.2% | 66.5%+32.7pp | 73.8%+25.4pp | 69.0%+30.2pp |
| Annual return | 6.18% | 21.20%-15.0pp | 12.21%-6.0pp | 169.23%-163.1pp |
| Employer contribution / active EE | $733 | $1,277-42.6% | $2,550-71.3% | $1,963-62.7% |
| Participant deferral / active EE | $877 | $2,342-62.6% | $3,149-72.2% | $3,054-71.3% |
| Admin fee / account holder | $2,205 | $461+378.1% | $4,221-47.8% | $504+337.6% |