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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 | $17,082 | $50,637-66.3% | $86,582-80.3% | $62,293-72.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.43% | 20.80%-9.4pp | 965.08%-953.7pp | 28.90%-17.5pp |
| Employer contribution / active EE | $1,109 | $2,075-46.6% | $2,839-60.9% | $2,042-45.7% |
| Participant deferral / active EE | $768 | $2,611-70.6% | $3,609-78.7% | $3,169-75.8% |
| Admin fee / account holder | $1,325 | $413+220.7% | $4,904-73.0% | $479+176.5% |