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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 | $2,799 | $95,404-97.1% | $113,397-97.5% | $82,637-96.6% |
| Participation rate | 96.1% | 72.8%+23.3pp | 76.5%+19.6pp | 68.1%+28.0pp |
| Annual return | 20.05% | 19.08%+1.0pp | 23.20%-3.2pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,075 | $2,307-53.4% | $2,977-63.9% | $2,552-57.9% |
| Participant deferral / active EE | $1,910 | $4,220-54.7% | $5,076-62.4% | $4,126-53.7% |
| Admin fee / account holder | $613 | $9,168-93.3% | $11,957-94.9% | $7,339-91.6% |