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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 | $106,749-95.0% | $145,433-96.3% | $82,448-93.5% |
| Participation rate | 91.8% | 75.6%+16.1pp | 82.1%+9.6pp | 68.1%+23.7pp |
| Annual return | 63.10% | 27.59%+35.5pp | 66.58%-3.5pp | 41.64%+21.5pp |
| Employer contribution / active EE | $1,173 | $3,444-65.9% | $4,554-74.2% | $2,551-54.0% |
| Participant deferral / active EE | $1,905 | $6,519-70.8% | $7,897-75.9% | $4,139-54.0% |
| Admin fee / account holder | $933 | $8,390-88.9% | $13,129-92.9% | $7,234-87.1% |