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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 | $21,814 | $121,671-82.1% | $211,142-89.7% | $64,340-66.1% |
| Participation rate | 88.8% | 76.5%+12.3pp | 87.3%+1.5pp | 55.2%+33.5pp |
| Annual return | 18.75% | 21.43%-2.7pp | 46.84%-28.1pp | 24.14%-5.4pp |
| Employer contribution / active EE | $1,173 | $4,066-71.1% | $6,442-81.8% | $1,862-37.0% |
| Participant deferral / active EE | $1,835 | $6,049-69.7% | $9,284-80.2% | $2,980-38.4% |
| Admin fee / account holder | $408 | $4,774-91.5% | $19,076-97.9% | $3,703-89.0% |