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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 | $38,132 | $52,353-27.2% | $120,225-68.3% | $82,448-53.8% |
| Participation rate | 88.7% | 58.3%+30.4pp | 69.6%+19.1pp | 68.1%+20.6pp |
| Annual return | 10.14% | 61.85%-51.7pp | 439.23%-429.1pp | 41.64%-31.5pp |
| Employer contribution / active EE | $3,465 | $1,510+129.5% | $3,475-0.3% | $2,551+35.8% |
| Participant deferral / active EE | $49 | $2,627-98.2% | $3,999-98.8% | $4,139-98.8% |
| Admin fee / account holder | $2,767 | $4,363-36.6% | $5,696-51.4% | $7,234-61.8% |