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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 | $133,662 | $95,453+40.0% | $112,040+19.3% | $82,448+62.1% |
| Participation rate | 94.4% | 72.8%+21.6pp | 76.5%+17.9pp | 68.1%+26.3pp |
| Annual return | 8.64% | 23.92%-15.3pp | 24.52%-15.9pp | 41.64%-33.0pp |
| Employer contribution / active EE | $5,760 | $2,318+148.5% | $2,954+95.0% | $2,551+125.8% |
| Participant deferral / active EE | $1,257 | $4,224-70.2% | $5,098-75.3% | $4,139-69.6% |
| Admin fee / account holder | $8,184 | $9,013-9.2% | $12,098-32.4% | $7,234+13.1% |