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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 | $17,769 | $64,176-72.3% | $112,249-84.2% | $66,938-73.5% |
| Participation rate | 82.7% | 68.4%+14.2pp | 75.1%+7.6pp | 69.8%+12.9pp |
| Annual return | -17.32% | -13.80%-3.5pp | 27.48%-44.8pp | 1.58%-18.9pp |
| Employer contribution / active EE | $3,688 | $3,007+22.6% | $3,636+1.4% | $2,545+44.9% |
| Participant deferral / active EE | $1,344 | $3,694-63.6% | $4,729-71.6% | $4,238-68.3% |
| Admin fee / account holder | $2,976 | $626+375.6% | $6,412-53.6% | $594+401.5% |