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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 | $26,903 | $65,364-58.8% | $92,909-71.0% | $72,975-63.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 10.05% | 42.11%-32.1pp | 109.44%-99.4pp | 81.01%-71.0pp |
| Employer contribution / active EE | $5,956 | $2,594+129.6% | $3,653+63.0% | $2,440+144.1% |
| Participant deferral / active EE | $1,115 | $3,128-64.4% | $4,238-73.7% | $3,608-69.1% |
| Admin fee / account holder | $2,772 | $4,251-34.8% | $5,795-52.2% | $5,124-45.9% |