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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 | $14,934 | $54,763-72.7% | $90,324-83.5% | $72,976-79.5% |
| Participation rate | 83.3% | 65.2%+18.2pp | 73.3%+10.1pp | 69.5%+13.8pp |
| Annual return | 4.76% | 30.63%-25.9pp | 78.15%-73.4pp | 81.02%-76.3pp |
| Employer contribution / active EE | $345 | $2,093-83.5% | $2,856-87.9% | $2,440-85.9% |
| Participant deferral / active EE | $546 | $2,887-81.1% | $3,885-86.0% | $3,608-84.9% |
| Admin fee / account holder | $2,417 | $3,973-39.2% | $5,356-54.9% | $5,124-52.8% |