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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 | $16,593 | $106,749-84.5% | $145,433-88.6% | $82,448-79.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.72% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $677 | $3,444-80.3% | $4,554-85.1% | $2,551-73.5% |
| Participant deferral / active EE | $2,157 | $6,519-66.9% | $7,897-72.7% | $4,139-47.9% |
| Admin fee / account holder | $965 | $8,390-88.5% | $13,129-92.6% | $7,234-86.7% |