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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 | $5,379 | $107,421-95.0% | $182,262-97.0% | $94,015-94.3% |
| Participation rate | 91.8% | 77.8%+14.0pp | 84.2%+7.5pp | 70.8%+20.9pp |
| Annual return | 63.10% | 21.32%+41.8pp | 140.60%-77.5pp | 17.84%+45.3pp |
| Employer contribution / active EE | $1,173 | $3,448-66.0% | $5,046-76.7% | $2,790-57.9% |
| Participant deferral / active EE | $1,905 | $6,558-70.9% | $8,276-77.0% | $4,249-55.2% |
| Admin fee / account holder | $933 | $8,692-89.3% | $16,712-94.4% | $8,951-89.6% |