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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 | $6,258 | $83,045-92.5% | $130,045-95.2% | $71,511-91.2% |
| Participation rate | 76.5% | 74.1%+2.4pp | 78.5%-2.0pp | 67.9%+8.6pp |
| Annual return | 18.57% | 20.61%-2.0pp | -137.30%+155.9pp | 28.86%-10.3pp |
| Employer contribution / active EE | $806 | $2,623-69.3% | $4,321-81.4% | $2,589-68.9% |
| Participant deferral / active EE | $1,352 | $4,436-69.5% | $5,820-76.8% | $4,291-68.5% |
| Admin fee / account holder | $671 | $1,727-61.2% | $10,600-93.7% | $1,588-57.8% |