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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 | $10,445 | $55,453-81.2% | $170,435-93.9% | $62,293-83.2% |
| Participation rate | 94.0% | 66.4%+27.6pp | 83.6%+10.4pp | 69.5%+24.5pp |
| Annual return | 18.30% | 21.38%-3.1pp | 205.94%-187.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,281 | $2,164-40.8% | $5,432-76.4% | $2,042-37.3% |
| Participant deferral / active EE | $636 | $2,303-72.4% | $4,939-87.1% | $3,169-79.9% |
| Admin fee / account holder | $722 | $455+58.7% | $13,881-94.8% | $479+50.7% |