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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 | $6,104 | $42,917-85.8% | $60,899-90.0% | $68,495-91.1% |
| Participation rate | 97.6% | 66.8%+30.8pp | 73.1%+24.5pp | 67.9%+29.7pp |
| Annual return | -17.40% | -13.99%-3.4pp | 16.92%-34.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $499 | $1,979-74.8% | $2,702-81.5% | $2,596-80.8% |
| Participant deferral / active EE | $791 | $2,867-72.4% | $3,817-79.3% | $4,028-80.4% |
| Admin fee / account holder | $372 | $3,102-88.0% | $3,225-88.5% | $5,403-93.1% |