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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 | $55,423-79.3% | $155,602-92.6% | $74,400-84.6% |
| Participation rate | 86.3% | 61.9%+24.4pp | 78.2%+8.1pp | 67.2%+19.1pp |
| Annual return | 11.96% | 269.07%-257.1pp | 64.81%-52.9pp | 1367.51%-1355.6pp |
| Employer contribution / active EE | $454 | $2,266-79.9% | $4,675-90.3% | $2,624-82.7% |
| Participant deferral / active EE | $760 | $2,835-73.2% | $5,629-86.5% | $4,348-82.5% |
| Admin fee / account holder | $830 | $1,744-52.4% | $15,923-94.8% | $1,944-57.3% |