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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 | $50,408 | $85,766-41.2% | $136,298-63.0% | $70,126-28.1% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 13.31% | 31.46%-18.1pp | 5156.27%-5143.0pp | 73.15%-59.8pp |
| Employer contribution / active EE | $2,314 | $2,966-22.0% | $4,696-50.7% | $2,343-1.2% |
| Participant deferral / active EE | $926 | $5,051-81.7% | $6,247-85.2% | $3,332-72.2% |
| Admin fee / account holder | $543 | $5,421-90.0% | $9,244-94.1% | $4,645-88.3% |