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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 | $7,409 | $75,183-90.1% | $123,894-94.0% | $55,167-86.6% |
| Participation rate | 76.3% | 72.8%+3.4pp | 81.4%-5.1pp | 69.0%+7.3pp |
| Annual return | 7.66% | 19.01%-11.4pp | 47.52%-39.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,362 | $2,823-51.8% | $4,617-70.5% | $1,963-30.6% |
| Participant deferral / active EE | $332 | $5,084-93.5% | $5,984-94.4% | $3,054-89.1% |
| Admin fee / account holder | $2,132 | $663+221.8% | $8,357-74.5% | $504+323.1% |