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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 | $20,524 | $55,453-63.0% | $170,435-88.0% | $62,293-67.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.63% | 21.38%-12.7pp | 205.94%-197.3pp | 28.90%-20.3pp |
| Employer contribution / active EE | $2,066 | $2,164-4.5% | $5,432-62.0% | $2,042+1.2% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $2,438 | $455+435.8% | $13,881-82.4% | $479+408.7% |