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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 | $7,164 | $80,781-91.1% | $102,437-93.0% | $74,478-90.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.41% | 27.58%-15.2pp | 24.95%-12.5pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $2,333 | $3,160-26.2% | $3,871-39.7% | $2,626-11.2% |
| Participant deferral / active EE | $1,184 | $3,862-69.4% | $5,060-76.6% | $4,350-72.8% |
| Admin fee / account holder | $751 | $2,372-68.3% | $8,388-91.0% | $1,946-61.4% |