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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 | $106,864-95.0% | $147,318-96.3% | $82,637-93.5% |
| Participation rate | 91.8% | 75.5%+16.2pp | 82.1%+9.7pp | 68.1%+23.7pp |
| Annual return | 63.10% | 27.49%+35.6pp | 70.43%-7.3pp | 53.51%+9.6pp |
| Employer contribution / active EE | $1,173 | $3,417-65.7% | $4,593-74.5% | $2,552-54.0% |
| Participant deferral / active EE | $1,905 | $6,496-70.7% | $7,906-75.9% | $4,126-53.8% |
| Admin fee / account holder | $933 | $8,415-88.9% | $13,708-93.2% | $7,339-87.3% |