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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 | $57,415 | $77,817-26.2% | $123,553-53.5% | $64,173-10.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.14% | 12.49%-21.6pp | 119.21%-128.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $5,413 | $3,014+79.6% | $4,628+17.0% | $2,381+127.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $677 | $5,519-87.7% | $9,284-92.7% | $4,887-86.1% |