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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 | $9,333 | $77,920-88.0% | $149,723-93.8% | $75,177-87.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.90% | 31.72%-17.8pp | 134.50%-120.6pp | 160.75%-146.8pp |
| Employer contribution / active EE | $772 | $3,138-75.4% | $4,821-84.0% | $2,671-71.1% |
| Participant deferral / active EE | $516 | $3,411-84.9% | $5,682-90.9% | $4,126-87.5% |
| Admin fee / account holder | $326 | $5,951-94.5% | $13,215-97.5% | $5,651-94.2% |