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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 | $8,981 | $56,110-84.0% | $94,993-90.5% | $70,126-87.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 14.46% | 51.02%-36.6pp | 27.14%-12.7pp | 73.15%-58.7pp |
| Employer contribution / active EE | $2,978 | $1,442+106.5% | $2,603+14.4% | $2,343+27.1% |
| Participant deferral / active EE | $801 | $2,391-66.5% | $3,317-75.8% | $3,332-76.0% |
| Admin fee / account holder | $381 | $3,456-89.0% | $4,960-92.3% | $4,645-91.8% |