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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 | $94,699-31.2% | $185,441-64.9% | $65,306-0.3% |
| Participation rate | 76.3% | 64.2%+12.1pp | 80.3%-3.9pp | 57.7%+18.6pp |
| Annual return | 10.70% | 16.71%-6.0pp | 20.16%-9.5pp | 21.94%-11.2pp |
| Employer contribution / active EE | $3,177 | $2,381+33.4% | $4,672-32.0% | $1,967+61.5% |
| Participant deferral / active EE | $1,377 | $3,568-61.4% | $6,152-77.6% | $2,959-53.5% |
| Admin fee / account holder | $10,916 | $4,797+127.5% | $17,890-39.0% | $3,480+213.7% |