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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 | $24,180 | $79,184-69.5% | $102,438-76.4% | $74,546-67.6% |
| Participation rate | 88.6% | 74.8%+13.8pp | 76.5%+12.1pp | 67.2%+21.3pp |
| Annual return | 12.09% | 54.95%-42.9pp | 29.37%-17.3pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $3,963 | $2,362+67.8% | $3,024+31.1% | $2,624+51.0% |
| Participant deferral / active EE | $1,455 | $4,414-67.0% | $5,054-71.2% | $4,347-66.5% |
| Admin fee / account holder | $3,355 | $2,001+67.6% | $9,448-64.5% | $1,944+72.6% |