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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 | $84,261 | $28,624+194.4% | $53,647+57.1% | $82,637+2.0% |
| Participation rate | 97.6% | 47.3%+50.3pp | 56.3%+41.3pp | 68.1%+29.5pp |
| Annual return | 14.48% | 664.98%-650.5pp | 358.33%-343.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $981 | $637+54.1% | $962+2.0% | $2,552-61.6% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,673 | $2,022+81.7% | $2,460+49.3% | $7,339-49.9% |