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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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,120 | $99,957-37.9% | $149,745-58.5% | $73,497-15.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 57.03% | 53.87%+3.2pp | 276.72%-219.7pp | 28.51%+28.5pp |
| Employer contribution / active EE | $4,266 | $3,191+33.7% | $4,646-8.2% | $2,270+87.9% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $844 | $551+53.2% | $9,312-90.9% | $513+64.4% |