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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 | $21,429 | $102,661-79.1% | $151,628-85.9% | $66,930-68.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -13.08% | -10.81%-2.3pp | 3.34%-16.4pp | 1.57%-14.7pp |
| Employer contribution / active EE | $2,574 | $4,184-38.5% | $6,165-58.2% | $2,545+1.2% |
| Participant deferral / active EE | $3,014 | $6,645-54.6% | $8,363-64.0% | $4,238-28.9% |
| Admin fee / account holder | $2,617 | $630+315.1% | $11,613-77.5% | $593+341.0% |