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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 | $11,491 | $55,437-79.3% | $155,534-92.6% | $74,459-84.6% |
| Participation rate | 86.3% | 61.9%+24.4pp | 78.2%+8.0pp | 67.2%+19.0pp |
| Annual return | 11.96% | 269.58%-257.6pp | 64.92%-53.0pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $454 | $2,266-79.9% | $4,675-90.3% | $2,626-82.7% |
| Participant deferral / active EE | $760 | $2,837-73.2% | $5,630-86.5% | $4,350-82.5% |
| Admin fee / account holder | $830 | $1,742-52.3% | $15,900-94.8% | $1,945-57.3% |