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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 | $106,524-95.0% | $152,301-96.5% | $87,485-93.9% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.4%+9.3pp | 68.9%+22.8pp |
| Annual return | 63.10% | 26.89%+36.2pp | 80.50%-17.4pp | 26.06%+37.0pp |
| Employer contribution / active EE | $1,173 | $3,371-65.2% | $4,624-74.6% | $2,596-54.8% |
| Participant deferral / active EE | $1,905 | $6,525-70.8% | $8,004-76.2% | $4,274-55.4% |
| Admin fee / account holder | $933 | $8,287-88.7% | $14,398-93.5% | $7,775-88.0% |