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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 | $19,944 | $81,276-75.5% | $155,574-87.2% | $80,925-75.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.61% | 33.36%-23.8pp | 64.87%-55.3pp | 35.65%-26.0pp |
| Employer contribution / active EE | $1,433 | $3,103-53.8% | $4,676-69.4% | $2,756-48.0% |
| Participant deferral / active EE | $764 | $3,453-77.9% | $5,629-86.4% | $4,299-82.2% |
| Admin fee / account holder | $610 | $7,993-92.4% | $15,914-96.2% | $6,940-91.2% |