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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 | $5,587 | $106,749-94.8% | $145,433-96.2% | $82,448-93.2% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.1%+15.3pp | 68.1%+29.3pp |
| Annual return | 21.92% | 27.59%-5.7pp | 66.58%-44.7pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,172 | $3,444-66.0% | $4,554-74.3% | $2,551-54.1% |
| Participant deferral / active EE | $1,933 | $6,519-70.3% | $7,897-75.5% | $4,139-53.3% |
| Admin fee / account holder | $312 | $8,390-96.3% | $13,129-97.6% | $7,234-95.7% |