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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 | $22,405 | $27,924-19.8% | $58,544-61.7% | $75,181-70.2% |
| Participation rate | 93.9% | 38.8%+55.1pp | 50.9%+43.0pp | 67.2%+26.7pp |
| Annual return | 6.77% | 44.20%-37.4pp | 4249.56%-4242.8pp | 160.69%-153.9pp |
| Employer contribution / active EE | $4,517 | $669+575.0% | $1,053+328.9% | $2,671+69.1% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $439 | $1,726-74.6% | $2,520-82.6% | $5,650-92.2% |