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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 | $37,115 | $86,922-57.3% | $102,438-63.8% | $80,874-54.1% |
| Participation rate | 94.9% | 72.4%+22.5pp | 76.5%+18.4pp | 67.6%+27.3pp |
| Annual return | 10.02% | 18.90%-8.9pp | 29.37%-19.4pp | 35.62%-25.6pp |
| Employer contribution / active EE | $2,453 | $2,369+3.5% | $3,024-18.9% | $2,756-11.0% |
| Participant deferral / active EE | $1,218 | $4,119-70.4% | $5,054-75.9% | $4,297-71.7% |
| Admin fee / account holder | $2,148 | $8,050-73.3% | $9,448-77.3% | $6,935-69.0% |