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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 | $65,120 | $91,120-28.5% | $161,149-59.6% | $64,097+1.6% |
| Participation rate | 76.3% | 62.2%+14.1pp | 78.8%-2.5pp | 55.2%+21.1pp |
| Annual return | 10.70% | 17.95%-7.3pp | 21.16%-10.5pp | 34.64%-23.9pp |
| Employer contribution / active EE | $3,177 | $2,284+39.1% | $4,360-27.1% | $1,891+68.0% |
| Participant deferral / active EE | $1,377 | $3,708-62.9% | $6,153-77.6% | $3,080-55.3% |
| Admin fee / account holder | $10,916 | $4,535+140.7% | $15,194-28.2% | $3,454+216.0% |