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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 | $23,705 | $78,423-69.8% | $95,964-75.3% | $79,856-70.3% |
| Participation rate | 98.8% | 73.5%+25.3pp | 77.1%+21.7pp | 69.6%+29.2pp |
| Annual return | 11.32% | 19.37%-8.0pp | 91.64%-80.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,506 | $1,945-22.6% | $2,541-40.7% | $2,471-39.1% |
| Participant deferral / active EE | $749 | $3,440-78.2% | $4,167-82.0% | $3,741-80.0% |
| Admin fee / account holder | $2,210 | $5,622-60.7% | $6,797-67.5% | $5,306-58.4% |