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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 | $96,816 | $86,949+11.3% | $102,460-5.5% | $80,959+19.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 7.97% | 18.89%-10.9pp | 29.47%-21.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,199 | $2,370-49.4% | $3,025-60.4% | $2,757-56.5% |
| Participant deferral / active EE | $1,592 | $4,121-61.4% | $5,056-68.5% | $4,300-63.0% |
| Admin fee / account holder | $6,143 | $8,048-23.7% | $9,460-35.1% | $6,925-11.3% |