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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 | $95,404-96.2% | $113,397-96.8% | $82,637-95.7% |
| Participation rate | 84.0% | 72.8%+11.1pp | 76.5%+7.5pp | 68.1%+15.9pp |
| Annual return | 22.54% | 19.08%+3.5pp | 23.20%-0.7pp | 53.51%-31.0pp |
| Employer contribution / active EE | $1,103 | $2,307-52.2% | $2,977-63.0% | $2,552-56.8% |
| Participant deferral / active EE | $1,637 | $4,220-61.2% | $5,076-67.8% | $4,126-60.3% |
| Admin fee / account holder | $690 | $9,168-92.5% | $11,957-94.2% | $7,339-90.6% |