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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 | $106,524-94.8% | $152,301-96.3% | $87,485-93.6% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.4%+15.0pp | 68.9%+28.5pp |
| Annual return | 21.92% | 26.89%-5.0pp | 80.50%-58.6pp | 26.06%-4.1pp |
| Employer contribution / active EE | $1,172 | $3,371-65.2% | $4,624-74.7% | $2,596-54.9% |
| Participant deferral / active EE | $1,933 | $6,525-70.4% | $8,004-75.8% | $4,274-54.8% |
| Admin fee / account holder | $312 | $8,287-96.2% | $14,398-97.8% | $7,775-96.0% |