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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 | $26,977 | $46,072-41.4% | $69,779-61.3% | $55,167-51.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 4.38% | 8.68%-4.3pp | 12.99%-8.6pp | 169.23%-164.9pp |
| Employer contribution / active EE | $2,000 | $1,500+33.3% | $2,338-14.5% | $1,963+1.9% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $508 | $428+18.8% | $4,381-88.4% | $504+0.8% |