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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 | $5,934 | $54,357-89.1% | $82,706-92.8% | $68,495-91.3% |
| Participation rate | 95.9% | 63.9%+32.0pp | 72.6%+23.3pp | 67.9%+28.0pp |
| Annual return | -17.21% | -13.67%-3.5pp | 701.76%-719.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,186 | $2,218-46.6% | $3,007-60.6% | $2,596-54.3% |
| Participant deferral / active EE | $724 | $3,246-77.7% | $4,394-83.5% | $4,028-82.0% |
| Admin fee / account holder | $795 | $4,396-81.9% | $5,329-85.1% | $5,403-85.3% |