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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 | $29,989 | $86,940-65.5% | $102,434-70.7% | $80,935-62.9% |
| Participation rate | 98.8% | 72.4%+26.4pp | 76.5%+22.3pp | 67.7%+31.1pp |
| Annual return | 9.78% | 18.89%-9.1pp | 29.46%-19.7pp | 35.66%-25.9pp |
| Employer contribution / active EE | $2,007 | $2,370-15.3% | $3,023-33.6% | $2,757-27.2% |
| Participant deferral / active EE | $1,428 | $4,121-65.3% | $5,055-71.7% | $4,299-66.8% |
| Admin fee / account holder | $7,316 | $8,047-9.1% | $9,462-22.7% | $6,924+5.7% |