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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 | $2,985 | $89,652-96.7% | $141,191-97.9% | $65,185-95.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 21.62% | 32.79%-11.2pp | 71.41%-49.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $5,717 | $3,065+86.5% | $4,736+20.7% | $2,177+162.6% |
| Participant deferral / active EE | $325 | $5,691-94.3% | $6,710-95.2% | $3,514-90.8% |
| Admin fee / account holder | $1,494 | $569+162.7% | $10,264-85.4% | $847+76.3% |