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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 | $232,220 | $86,288+169.1% | $111,306+108.6% | $85,851+170.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 0.70% | 19.99%-19.3pp | 54.67%-54.0pp | 318.63%-317.9pp |
| Employer contribution / active EE | $7,809 | $2,044+282.1% | $2,732+185.9% | $2,565+204.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $43,085 | $8,189+426.1% | $7,966+440.9% | $6,261+588.1% |