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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 | $94,436+127.4% | $115,599+85.7% | $82,637+159.8% |
| Participation rate | 93.5% | 70.4%+23.1pp | 74.3%+19.2pp | 68.1%+25.5pp |
| Annual return | 3.35% | 18.37%-15.0pp | 111.10%-107.8pp | 53.51%-50.2pp |
| Employer contribution / active EE | $8,837 | $2,324+280.3% | $2,955+199.0% | $2,552+246.3% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $16,368 | $10,328+58.5% | $12,841+27.5% | $7,339+123.0% |