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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 | $102,009 | $100,060+1.9% | $149,721-31.9% | $70,126+45.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.09% | 27.46%-17.4pp | 1501.67%-1491.6pp | 73.15%-63.1pp |
| Employer contribution / active EE | $1,124 | $3,661-69.3% | $5,444-79.4% | $2,343-52.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $435 | $8,285-94.8% | $11,282-96.1% | $4,645-90.6% |