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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 | $79,223-69.5% | $102,460-76.4% | $74,478-67.5% |
| Participation rate | 88.6% | 74.8%+13.8pp | 76.5%+12.0pp | 67.2%+21.3pp |
| Annual return | 12.09% | 54.98%-42.9pp | 29.47%-17.4pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $3,963 | $2,363+67.7% | $3,025+31.0% | $2,626+50.9% |
| Participant deferral / active EE | $1,455 | $4,417-67.1% | $5,056-71.2% | $4,350-66.5% |
| Admin fee / account holder | $3,355 | $2,003+67.5% | $9,460-64.5% | $1,946+72.4% |