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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 | $12,075 | $81,487-85.2% | $102,412-88.2% | $80,935-85.1% |
| Participation rate | 89.4% | 66.8%+22.5pp | 74.5%+14.9pp | 67.7%+21.7pp |
| Annual return | 12.79% | 25.60%-12.8pp | 24.94%-12.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,840 | $3,103-40.7% | $3,870-52.4% | $2,757-33.2% |
| Participant deferral / active EE | $810 | $3,871-79.1% | $5,060-84.0% | $4,299-81.2% |
| Admin fee / account holder | $841 | $6,717-87.5% | $8,388-90.0% | $6,924-87.9% |