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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 | $24,631 | $110,083-77.6% | $151,645-83.8% | $68,490-64.0% |
| Participation rate | 96.1% | 84.0%+12.1pp | 87.5%+8.6pp | 67.9%+28.2pp |
| Annual return | -17.08% | -10.12%-7.0pp | 3.34%-20.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,333 | $4,470-47.8% | $6,165-62.2% | $2,597-10.1% |
| Participant deferral / active EE | $2,953 | $6,526-54.7% | $8,363-64.7% | $4,028-26.7% |
| Admin fee / account holder | $1,741 | $7,718-77.4% | $11,614-85.0% | $5,403-67.8% |