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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 | $5,210 | $93,598-94.4% | $135,974-96.2% | $75,173-93.1% |
| Participation rate | 91.0% | 75.2%+15.8pp | 81.9%+9.1pp | 67.2%+23.8pp |
| Annual return | 33.44% | 30.89%+2.6pp | 68.30%-34.9pp | 160.72%-127.3pp |
| Employer contribution / active EE | $1,559 | $3,538-55.9% | $4,859-67.9% | $2,671-41.6% |
| Participant deferral / active EE | $2,261 | $6,405-64.7% | $7,760-70.9% | $4,126-45.2% |
| Admin fee / account holder | $345 | $6,978-95.1% | $10,767-96.8% | $5,651-93.9% |