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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 | $88,298 | $91,536-3.5% | $130,062-32.1% | $75,177+17.5% |
| Participation rate | 90.2% | 71.5%+18.8pp | 78.5%+11.7pp | 67.2%+23.0pp |
| Annual return | -5.60% | -631.62%+626.0pp | -137.37%+131.8pp | 160.75%-166.3pp |
| Employer contribution / active EE | $5,398 | $2,845+89.7% | $4,322+24.9% | $2,671+102.1% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,468 | $6,780-78.3% | $10,601-86.1% | $5,651-74.0% |