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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 | $52,794 | $65,395-19.3% | $182,558-71.1% | $72,976-27.7% |
| Participation rate | 94.6% | 65.4%+29.2pp | 78.0%+16.6pp | 69.5%+25.1pp |
| Annual return | 10.66% | 27.68%-17.0pp | 148.59%-137.9pp | 81.02%-70.4pp |
| Employer contribution / active EE | $5,824 | $1,911+204.7% | $4,076+42.9% | $2,440+138.7% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,526-100.0% | $3,608-100.0% |
| Admin fee / account holder | $559 | $4,245-86.8% | $8,594-93.5% | $5,124-89.1% |