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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 | $75,820 | $52,467+44.5% | $57,196+32.6% | $55,167+37.4% |
| Participation rate | 70.6% | 75.8%-5.2pp | 75.3%-4.7pp | 69.0%+1.6pp |
| Annual return | 2.61% | 7.72%-5.1pp | 14.59%-12.0pp | 169.23%-166.6pp |
| Employer contribution / active EE | $3,868 | $2,477+56.1% | $2,683+44.2% | $1,963+97.1% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $481 | $269+78.7% | $3,141-84.7% | $504-4.6% |