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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 | $173,696 | $79,944+117.3% | $98,441+76.4% | $75,173+131.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 6.84% | 19.75%-12.9pp | 21.16%-14.3pp | 160.65%-153.8pp |
| Employer contribution / active EE | $14,667 | $2,264+547.9% | $3,048+381.2% | $2,670+449.2% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,194 | $6,840+63.7% | $8,960+24.9% | $5,651+98.1% |