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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 | $11,314 | $102,385-88.9% | $147,080-92.3% | $80,935-86.0% |
| Participation rate | 76.5% | 75.9%+0.6pp | 82.2%-5.7pp | 67.7%+8.8pp |
| Annual return | 32.58% | 135.09%-102.5pp | 420.17%-387.6pp | 35.66%-3.1pp |
| Employer contribution / active EE | $1,939 | $3,717-47.8% | $4,933-60.7% | $2,757-29.6% |
| Participant deferral / active EE | $2,600 | $6,651-60.9% | $8,066-67.8% | $4,299-39.5% |
| Admin fee / account holder | $345 | $7,951-95.7% | $12,989-97.3% | $6,924-95.0% |