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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 | $3,592 | $97,550-96.3% | $120,344-97.0% | $87,485-95.9% |
| Participation rate | 84.0% | 72.8%+11.1pp | 76.7%+7.2pp | 68.9%+15.0pp |
| Annual return | 22.54% | 18.41%+4.1pp | 20.30%+2.2pp | 26.06%-3.5pp |
| Employer contribution / active EE | $1,103 | $2,291-51.9% | $3,020-63.5% | $2,596-57.5% |
| Participant deferral / active EE | $1,637 | $4,230-61.3% | $5,135-68.1% | $4,274-61.7% |
| Admin fee / account holder | $690 | $9,543-92.8% | $12,742-94.6% | $7,775-91.1% |