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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 | $8,625 | $98,776-91.3% | $149,745-94.2% | $79,856-89.2% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.5%+8.6pp | 69.6%+21.5pp |
| Annual return | 20.66% | 27.38%-6.7pp | 276.72%-256.1pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,169 | $3,217-63.7% | $4,646-74.8% | $2,471-52.7% |
| Participant deferral / active EE | $1,705 | $5,681-70.0% | $6,843-75.1% | $3,741-54.4% |
| Admin fee / account holder | $762 | $6,053-87.4% | $9,312-91.8% | $5,306-85.6% |