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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 | $101,950+110.6% | $125,529+71.0% | $86,983+146.8% |
| Participation rate | 93.5% | 70.2%+23.3pp | 74.7%+18.8pp | 69.5%+24.0pp |
| Annual return | 3.35% | 18.29%-14.9pp | 202.56%-199.2pp | 25.83%-22.5pp |
| Employer contribution / active EE | $8,837 | $2,358+274.7% | $3,058+189.0% | $2,584+241.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $16,368 | $12,791+28.0% | $16,298+0.4% | $7,856+108.4% |