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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 | $214,713 | $109,620+95.9% | $148,496+44.6% | $94,015+128.4% |
| Participation rate | 93.5% | 71.3%+22.3pp | 76.0%+17.5pp | 70.8%+22.7pp |
| Annual return | 3.35% | 17.54%-14.2pp | 12.33%-9.0pp | 17.84%-14.5pp |
| Employer contribution / active EE | $8,837 | $2,618+237.6% | $3,497+152.7% | $2,790+216.7% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $16,368 | $10,050+62.9% | $19,547-16.3% | $8,951+82.9% |