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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 | $8,221 | $138,393-94.1% | $184,256-95.5% | $80,959-89.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 18.98% | 20.01%-1.0pp | 28.85%-9.9pp | 35.67%-16.7pp |
| Employer contribution / active EE | $1,827 | $4,847-62.3% | $6,427-71.6% | $2,757-33.7% |
| Participant deferral / active EE | $2,555 | $7,076-63.9% | $9,133-72.0% | $4,300-40.6% |
| Admin fee / account holder | $1,207 | $10,489-88.5% | $13,899-91.3% | $6,925-82.6% |