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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 | $10,090 | $63,346-84.1% | $92,240-89.1% | $70,126-85.6% |
| Participation rate | 97.1% | 68.7%+28.5pp | 76.5%+20.7pp | 69.5%+27.6pp |
| Annual return | 13.02% | 530.19%-517.2pp | 176.29%-163.3pp | 73.15%-60.1pp |
| Employer contribution / active EE | $714 | $2,471-71.1% | $3,680-80.6% | $2,343-69.5% |
| Participant deferral / active EE | $904 | $2,854-68.3% | $3,897-76.8% | $3,332-72.9% |
| Admin fee / account holder | $3,122 | $3,841-18.7% | $5,194-39.9% | $4,645-32.8% |