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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 | $123,177 | $101,795+21.0% | $165,100-25.4% | $80,959+52.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -2.63% | 16.73%-19.4pp | 70.21%-72.8pp | 35.67%-38.3pp |
| Employer contribution / active EE | $2,958 | $2,954+0.1% | $4,348-32.0% | $2,757+7.3% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $11,518 | $8,221+40.1% | $12,696-9.3% | $6,925+66.3% |