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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 | $35,728 | $110,137-67.6% | $161,149-77.8% | $82,637-56.8% |
| Participation rate | 95.7% | 72.4%+23.4pp | 78.8%+16.9pp | 68.1%+27.7pp |
| Annual return | 11.57% | 20.69%-9.1pp | 21.16%-9.6pp | 53.51%-41.9pp |
| Employer contribution / active EE | $3,085 | $2,856+8.0% | $4,360-29.3% | $2,552+20.9% |
| Participant deferral / active EE | $389 | $4,575-91.5% | $6,153-93.7% | $4,126-90.6% |
| Admin fee / account holder | $9,656 | $9,467+2.0% | $15,194-36.5% | $7,339+31.6% |