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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 | $53,975 | $85,766-37.1% | $136,298-60.4% | $70,126-23.0% |
| Participation rate | 98.0% | 74.2%+23.8pp | 81.9%+16.0pp | 69.5%+28.4pp |
| Annual return | -0.15% | 31.46%-31.6pp | 5156.27%-5156.4pp | 73.15%-73.3pp |
| Employer contribution / active EE | $5,913 | $2,966+99.4% | $4,696+25.9% | $2,343+152.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,226 | $5,421-77.4% | $9,244-86.7% | $4,645-73.6% |