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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 | $5,737 | $99,957-94.3% | $149,715-96.2% | $73,493-92.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 35.56% | 53.87%-18.3pp | 276.66%-241.1pp | 28.51%+7.1pp |
| Employer contribution / active EE | $1,107 | $3,191-65.3% | $4,645-76.2% | $2,270-51.3% |
| Participant deferral / active EE | $2,226 | $6,073-63.3% | $6,842-67.5% | $3,740-40.5% |
| Admin fee / account holder | $615 | $551+11.7% | $9,310-93.4% | $513+19.9% |