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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 | $12,942 | $85,206-84.8% | $172,745-92.5% | $72,986-82.3% |
| Participation rate | 97.2% | 70.1%+27.2pp | 82.6%+14.6pp | 69.5%+27.7pp |
| Annual return | 21.19% | 27.32%-6.1pp | 802.90%-781.7pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,835 | $3,325-44.8% | $5,144-64.3% | $2,440-24.8% |
| Participant deferral / active EE | $525 | $3,260-83.9% | $5,197-89.9% | $3,607-85.4% |
| Admin fee / account holder | $538 | $5,883-90.8% | $13,954-96.1% | $5,124-89.5% |