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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 | $4,484 | $84,493-94.7% | $125,381-96.4% | $66,938-93.3% |
| Participation rate | 96.6% | 76.4%+20.2pp | 82.4%+14.2pp | 69.8%+26.8pp |
| Annual return | 25.24% | -8.49%+33.7pp | 572.31%-547.1pp | 1.58%+23.7pp |
| Employer contribution / active EE | $1,385 | $3,554-61.0% | $4,815-71.2% | $2,545-45.6% |
| Participant deferral / active EE | $2,669 | $6,783-60.7% | $7,448-64.2% | $4,238-37.0% |
| Admin fee / account holder | $377 | $685-44.9% | $10,007-96.2% | $594-36.5% |