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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 | $10,781 | $101,539-89.4% | $147,041-92.7% | $74,400-85.5% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 144.05% | 8740.84%-8596.8pp | 419.21%-275.2pp | 1367.51%-1223.5pp |
| Employer contribution / active EE | $1,345 | $3,811-64.7% | $4,935-72.7% | $2,624-48.7% |
| Participant deferral / active EE | $2,665 | $7,304-63.5% | $8,071-67.0% | $4,348-38.7% |
| Admin fee / account holder | $375 | $1,749-78.6% | $13,006-97.1% | $1,944-80.7% |