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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 | $6,444 | $95,438-93.2% | $135,982-95.3% | $74,473-91.3% |
| Participation rate | 92.3% | 78.2%+14.1pp | 81.9%+10.4pp | 70.7%+21.5pp |
| Annual return | 34.73% | 32.61%+2.1pp | 68.32%-33.6pp | 34.36%+0.4pp |
| Employer contribution / active EE | $1,143 | $3,878-70.5% | $4,859-76.5% | $2,638-56.7% |
| Participant deferral / active EE | $2,698 | $7,790-65.4% | $7,760-65.2% | $4,530-40.4% |
| Admin fee / account holder | $345 | $259+33.2% | $10,767-96.8% | $347-0.7% |