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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 | $98,206 | $57,828+69.8% | $117,039-16.1% | $70,126+40.0% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 10.94% | 17.55%-6.6pp | 18.95%-8.0pp | 73.15%-62.2pp |
| Employer contribution / active EE | $10,638 | $1,816+485.8% | $3,785+181.1% | $2,343+354.1% |
| Participant deferral / active EE | $378 | $2,438-84.5% | $3,929-90.4% | $3,332-88.6% |
| Admin fee / account holder | $2,222 | $3,548-37.4% | $5,974-62.8% | $4,645-52.2% |