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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 | $17,301 | $57,352-69.8% | $83,831-79.4% | $64,173-73.0% |
| Participation rate | 92.1% | 68.6%+23.5pp | 76.1%+16.0pp | 69.6%+22.6pp |
| Annual return | -14.01% | 11.38%-25.4pp | 850.99%-865.0pp | 7.63%-21.6pp |
| Employer contribution / active EE | $9,083 | $2,546+256.8% | $3,631+150.1% | $2,381+281.5% |
| Participant deferral / active EE | $883 | $2,993-70.5% | $4,082-78.4% | $3,470-74.6% |
| Admin fee / account holder | $941 | $4,046-76.7% | $5,479-82.8% | $4,887-80.8% |