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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 | $16,772 | $91,167-81.6% | $178,498-90.6% | $79,858-79.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 5.37% | 24.19%-18.8pp | 151.09%-145.7pp | 31.72%-26.3pp |
| Employer contribution / active EE | $2,688 | $3,255-17.4% | $5,011-46.4% | $2,471+8.8% |
| Participant deferral / active EE | $188 | $3,236-94.2% | $5,202-96.4% | $3,740-95.0% |
| Admin fee / account holder | $6,823 | $6,747+1.1% | $13,985-51.2% | $5,306+28.6% |