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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 | $5,072 | $102,661-95.1% | $151,628-96.7% | $66,930-92.4% |
| Participation rate | 99.1% | 85.5%+13.5pp | 87.5%+11.6pp | 69.8%+29.2pp |
| Annual return | 115.61% | -10.81%+126.4pp | 3.34%+112.3pp | 1.57%+114.0pp |
| Employer contribution / active EE | $1,740 | $4,184-58.4% | $6,165-71.8% | $2,545-31.6% |
| Participant deferral / active EE | $2,732 | $6,645-58.9% | $8,363-67.3% | $4,238-35.5% |
| Admin fee / account holder | $1,148 | $630+82.0% | $11,613-90.1% | $593+93.4% |