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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 | $10,115 | $71,353-85.8% | $92,805-89.1% | $86,983-88.4% |
| Participation rate | 95.8% | 80.9%+14.9pp | 83.5%+12.3pp | 69.5%+26.2pp |
| Annual return | 23.16% | 44.68%-21.5pp | 31.59%-8.4pp | 25.83%-2.7pp |
| Employer contribution / active EE | $736 | $2,468-70.2% | $3,424-78.5% | $2,584-71.5% |
| Participant deferral / active EE | $3,124 | $6,966-55.2% | $8,448-63.0% | $4,194-25.5% |
| Admin fee / account holder | $896 | $6,099-85.3% | $10,911-91.8% | $7,856-88.6% |