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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 | $97,648+119.9% | $121,663+76.5% | $87,485+145.4% |
| Participation rate | 93.5% | 70.5%+23.0pp | 74.5%+19.0pp | 68.9%+24.6pp |
| Annual return | 3.35% | 18.03%-14.7pp | 147.54%-144.2pp | 26.06%-22.7pp |
| Employer contribution / active EE | $8,837 | $2,300+284.2% | $3,020+192.6% | $2,596+240.4% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $16,368 | $11,100+47.5% | $14,289+14.5% | $7,775+110.5% |