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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 | $36,231 | $46,534-22.1% | $64,097-43.5% | $75,177-51.8% |
| Participation rate | 97.4% | 65.9%+31.5pp | 72.3%+25.1pp | 67.2%+30.2pp |
| Annual return | 10.95% | 26.07%-15.1pp | 33.75%-22.8pp | 160.75%-149.8pp |
| Employer contribution / active EE | $6,082 | $1,976+207.8% | $2,750+121.2% | $2,671+127.7% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $971 | $2,957-67.2% | $3,070-68.4% | $5,651-82.8% |