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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 | $16,074 | $128,603-87.5% | $197,124-91.8% | $67,986-76.4% |
| Participation rate | 95.8% | 81.7%+14.1pp | 86.7%+9.0pp | 57.2%+38.6pp |
| Annual return | 54.37% | 23.77%+30.6pp | 44.34%+10.0pp | 31.67%+22.7pp |
| Employer contribution / active EE | $2,447 | $4,379-44.1% | $6,227-60.7% | $2,019+21.2% |
| Participant deferral / active EE | $3,459 | $6,840-49.4% | $9,135-62.1% | $3,358+3.0% |
| Admin fee / account holder | $2,771 | $3,035-8.7% | $16,298-83.0% | $3,203-13.5% |