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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,748 | $81,504-51.2% | $102,437-61.2% | $80,959-50.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 5.53% | 25.60%-20.1pp | 24.95%-19.4pp | 35.67%-30.1pp |
| Employer contribution / active EE | $2,273 | $3,104-26.8% | $3,871-41.3% | $2,757-17.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,922 | $6,719-71.4% | $8,388-77.1% | $6,925-72.2% |